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 | $136,270 | $127,386+7.0% | $115,037+18.5% | $125,391+8.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.49% | 31.28%-33.8pp | 26.14%-28.6pp | 282.22%-284.7pp |
| Employer contribution / active EE | $3,185 | $5,166-38.4% | $4,608-30.9% | $4,866-34.5% |
| Participant deferral / active EE | $4,927 | $6,423-23.3% | $6,026-18.2% | $5,352-7.9% |
| Admin fee / account holder | $14,768 | $9,516+55.2% | $8,175+80.6% | $9,540+54.8% |