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 | $188,683 | $167,307+12.8% | $143,757+31.3% | $134,475+40.3% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -4.35% | 0.46%-4.8pp | -0.04%-4.3pp | 417.96%-422.3pp |
| Employer contribution / active EE | $4,999 | $5,619-11.0% | $4,951+1.0% | $4,740+5.5% |
| Participant deferral / active EE | $4,860 | $6,446-24.6% | $5,637-13.8% | $6,400-24.1% |
| Admin fee / account holder | $1,418 | $18,088-92.2% | $14,673-90.3% | $11,426-87.6% |