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 | $133,775 | $95,862+39.5% | $79,550+68.2% | $134,475-0.5% |
| Participation rate | 86.4% | 75.0%+11.3pp | 69.5%+16.9pp | 81.2%+5.1pp |
| Annual return | -13.43% | -2.69%-10.7pp | 0.16%-13.6pp | 417.96%-431.4pp |
| Employer contribution / active EE | $2,072 | $3,128-33.8% | $2,413-14.1% | $4,740-56.3% |
| Participant deferral / active EE | $5,005 | $4,693+6.7% | $3,985+25.6% | $6,400-21.8% |
| Admin fee / account holder | $2,604 | $9,126-71.5% | $6,832-61.9% | $11,426-77.2% |