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 | $108,045 | $91,911+17.6% | $68,793+57.1% | $135,375-20.2% |
| Participation rate | 80.0% | 76.7%+3.3pp | 72.2%+7.8pp | 82.6%-2.6pp |
| Annual return | -4.01% | -8.22%+4.2pp | -4.63%+0.6pp | 519.73%-523.7pp |
| Employer contribution / active EE | $1,361 | $3,924-65.3% | $2,625-48.2% | $4,779-71.5% |
| Participant deferral / active EE | $3,142 | $4,315-27.2% | $3,311-5.1% | $5,609-44.0% |
| Admin fee / account holder | $2,527 | $9,240-72.7% | $5,131-50.7% | $10,827-76.7% |