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 | $159,043 | $175,600-9.4% | $129,110+23.2% | $134,475+18.3% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.3%+8.5pp | 81.2%+4.5pp |
| Annual return | -14.14% | -11.39%-2.8pp | -10.94%-3.2pp | 417.96%-432.1pp |
| Employer contribution / active EE | $2,096 | $6,355-67.0% | $5,052-58.5% | $4,740-55.8% |
| Participant deferral / active EE | $5,394 | $7,975-32.4% | $6,542-17.5% | $6,400-15.7% |
| Admin fee / account holder | $9,525 | $23,567-59.6% | $14,302-33.4% | $11,426-16.6% |