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 | $118,585 | $167,307-29.1% | $143,757-17.5% | $134,475-11.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -19.22% | 0.46%-19.7pp | -0.04%-19.2pp | 417.96%-437.2pp |
| Employer contribution / active EE | $5,087 | $5,619-9.5% | $4,951+2.7% | $4,740+7.3% |
| Participant deferral / active EE | $3,492 | $6,446-45.8% | $5,637-38.0% | $6,400-45.4% |
| Admin fee / account holder | $353 | $18,088-98.0% | $14,673-97.6% | $11,426-96.9% |