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 | $157,137 | $167,307-6.1% | $143,757+9.3% | $134,475+16.9% |
| Participation rate | 86.7% | 84.8%+1.9pp | 80.3%+6.4pp | 81.2%+5.4pp |
| Annual return | -16.59% | 0.46%-17.0pp | -0.04%-16.5pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,400 | $5,619-57.3% | $4,951-51.5% | $4,740-49.4% |
| Participant deferral / active EE | $6,753 | $6,446+4.8% | $5,637+19.8% | $6,400+5.5% |
| Admin fee / account holder | $10,112 | $18,088-44.1% | $14,673-31.1% | $11,426-11.5% |