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 | $153,620 | $167,484-8.3% | $151,611+1.3% | $134,475+14.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.19% | 7.80%-25.0pp | 3.33%-20.5pp | 417.96%-435.2pp |
| Employer contribution / active EE | $3,825 | $6,829-44.0% | $6,166-38.0% | $4,740-19.3% |
| Participant deferral / active EE | $9,175 | $8,986+2.1% | $8,363+9.7% | $6,400+43.4% |
| Admin fee / account holder | $10,286 | $13,783-25.4% | $11,616-11.4% | $11,426-10.0% |