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 | $109,820 | $133,958-18.0% | $112,228-2.1% | $134,475-18.3% |
| Participation rate | 94.1% | 78.6%+15.6pp | 75.1%+19.1pp | 81.2%+12.9pp |
| Annual return | -16.19% | 47.11%-63.3pp | 27.45%-43.6pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,444 | $4,038-39.5% | $3,635-32.8% | $4,740-48.4% |
| Participant deferral / active EE | $5,850 | $5,291+10.6% | $4,728+23.7% | $6,400-8.6% |
| Admin fee / account holder | $3,770 | $7,489-49.7% | $6,410-41.2% | $11,426-67.0% |