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 9-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 | $91,022 | $90,590+0.5% | $90,782+0.3% | $135,375-32.8% |
| Participation rate | 90.0% | 83.7%+6.3pp | 82.7%+7.3pp | 82.6%+7.4pp |
| Annual return | -5.70% | -3.40%-2.3pp | -3.42%-2.3pp | 519.73%-525.4pp |
| Employer contribution / active EE | $6,896 | $4,352+58.4% | $4,105+68.0% | $4,779+44.3% |
| Participant deferral / active EE | $12,604 | $5,407+133.1% | $5,366+134.9% | $5,609+124.7% |
| Admin fee / account holder | $422 | $7,683-94.5% | $5,908-92.9% | $10,827-96.1% |