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 | $139,838 | $142,344-1.8% | $119,609+16.9% | $134,475+4.0% |
| Participation rate | 93.8% | 82.8%+10.9pp | 79.3%+14.5pp | 81.2%+12.5pp |
| Annual return | -14.46% | -12.44%-2.0pp | -14.97%+0.5pp | 417.96%-432.4pp |
| Employer contribution / active EE | $3,748 | $5,222-28.2% | $4,232-11.4% | $4,740-20.9% |
| Participant deferral / active EE | $7,599 | $6,469+17.5% | $5,602+35.6% | $6,400+18.7% |
| Admin fee / account holder | $2,934 | $13,584-78.4% | $10,323-71.6% | $11,426-74.3% |