See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,899 | $94,529+19.4% | $140,016-19.4% | $64,186+75.9% |
| Participation rate | 93.7% | 84.1%+9.6pp | 87.5%+6.2pp | 69.6%+24.1pp |
| Annual return | -7.14% | 7.77%-14.9pp | 651.12%-658.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,982 | $3,812-48.0% | $5,606-64.6% | $2,381-16.7% |
| Participant deferral / active EE | $3,785 | $5,250-27.9% | $6,927-45.4% | $3,470+9.1% |
| Admin fee / account holder | $2,542 | $6,741-62.3% | $10,705-76.3% | $4,888-48.0% |