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 | $142,415 | $107,791+32.1% | $90,645+57.1% | $135,375+5.2% |
| Participation rate | 88.9% | 78.0%+10.8pp | 74.0%+14.9pp | 82.6%+6.2pp |
| Annual return | -4.55% | -0.90%-3.7pp | 1.88%-6.4pp | 519.73%-524.3pp |
| Employer contribution / active EE | $3,744 | $3,018+24.0% | $2,532+47.9% | $4,779-21.7% |
| Participant deferral / active EE | $5,668 | $3,872+46.4% | $3,425+65.5% | $5,609+1.1% |
| Admin fee / account holder | $8,866 | $5,930+49.5% | $4,994+77.5% | $10,827-18.1% |