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 | $107,440 | $105,860+1.5% | $90,749+18.4% | $134,475-20.1% |
| Participation rate | 76.5% | 78.2%-1.8pp | 75.7%+0.8pp | 81.2%-4.8pp |
| Annual return | -16.72% | -11.01%-5.7pp | -12.16%-4.6pp | 417.96%-434.7pp |
| Employer contribution / active EE | $775 | $3,462-77.6% | $2,921-73.5% | $4,740-83.7% |
| Participant deferral / active EE | $4,686 | $5,216-10.2% | $4,564+2.7% | $6,400-26.8% |
| Admin fee / account holder | $7,860 | $13,938-43.6% | $8,445-6.9% | $11,426-31.2% |