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 | $142,020 | $133,958+6.0% | $112,228+26.5% | $134,475+5.6% |
| Participation rate | 94.4% | 78.6%+15.9pp | 75.1%+19.4pp | 81.2%+13.2pp |
| Annual return | 10.14% | 47.11%-37.0pp | 27.45%-17.3pp | 417.96%-407.8pp |
| Employer contribution / active EE | $1,848 | $4,038-54.2% | $3,635-49.2% | $4,740-61.0% |
| Participant deferral / active EE | $2,557 | $5,291-51.7% | $4,728-45.9% | $6,400-60.0% |
| Admin fee / account holder | $23,744 | $7,489+217.1% | $6,410+270.4% | $11,426+107.8% |