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 | $102,563 | $100,754+1.8% | $86,677+18.3% | $134,475-23.7% |
| Participation rate | 83.3% | 78.9%+4.4pp | 76.6%+6.8pp | 81.2%+2.1pp |
| Annual return | -16.75% | 29.04%-45.8pp | 35.91%-52.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,694 | $3,489-51.5% | $2,836-40.3% | $4,740-64.3% |
| Participant deferral / active EE | $5,221 | $5,338-2.2% | $4,656+12.1% | $6,400-18.4% |
| Admin fee / account holder | $2,131 | $10,926-80.5% | $7,493-71.6% | $11,426-81.4% |