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 | $135,514 | $167,307-19.0% | $143,757-5.7% | $134,475+0.8% |
| Participation rate | 73.9% | 84.8%-10.9pp | 80.3%-6.4pp | 81.2%-7.3pp |
| Annual return | -10.71% | 0.46%-11.2pp | -0.04%-10.7pp | 417.96%-428.7pp |
| Employer contribution / active EE | $3,292 | $5,619-41.4% | $4,951-33.5% | $4,740-30.5% |
| Participant deferral / active EE | $5,837 | $6,446-9.4% | $5,637+3.5% | $6,400-8.8% |
| Admin fee / account holder | $2,657 | $18,088-85.3% | $14,673-81.9% | $11,426-76.7% |