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 | $119,760 | $110,094+8.8% | $151,611-21.0% | $68,494+74.8% |
| Participation rate | 84.6% | 84.0%+0.7pp | 87.5%-2.9pp | 67.9%+16.7pp |
| Annual return | -18.18% | -10.12%-8.1pp | 3.33%-21.5pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,421 | $4,471-45.8% | $6,166-60.7% | $2,596-6.7% |
| Participant deferral / active EE | $9,026 | $6,527+38.3% | $8,363+7.9% | $4,027+124.1% |
| Admin fee / account holder | $9,201 | $7,719+19.2% | $11,616-20.8% | $5,403+70.3% |