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 | $108,207 | $100,754+7.4% | $86,677+24.8% | $134,475-19.5% |
| Participation rate | 93.3% | 78.9%+14.4pp | 76.6%+16.8pp | 81.2%+12.1pp |
| Annual return | -16.02% | 29.04%-45.1pp | 35.91%-51.9pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,618 | $3,489-53.6% | $2,836-43.0% | $4,740-65.9% |
| Participant deferral / active EE | $4,246 | $5,338-20.4% | $4,656-8.8% | $6,400-33.6% |
| Admin fee / account holder | $3,966 | $10,926-63.7% | $7,493-47.1% | $11,426-65.3% |