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 | $119,066 | $110,094+8.1% | $151,611-21.5% | $68,494+73.8% |
| Participation rate | 92.5% | 84.0%+8.5pp | 87.5%+5.0pp | 67.9%+24.6pp |
| Annual return | -18.08% | -10.12%-8.0pp | 3.33%-21.4pp | -7.84%-10.2pp |
| Employer contribution / active EE | $5,297 | $4,471+18.5% | $6,166-14.1% | $2,596+104.0% |
| Participant deferral / active EE | $8,971 | $6,527+37.4% | $8,363+7.3% | $4,027+122.8% |
| Admin fee / account holder | $5,296 | $7,719-31.4% | $11,616-54.4% | $5,403-2.0% |