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 | $103,614 | $133,958-22.7% | $112,228-7.7% | $134,475-22.9% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -19.40% | 47.11%-66.5pp | 27.45%-46.8pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,031 | $4,038-49.7% | $3,635-44.1% | $4,740-57.1% |
| Participant deferral / active EE | $2,539 | $5,291-52.0% | $4,728-46.3% | $6,400-60.3% |
| Admin fee / account holder | $1,214 | $7,489-83.8% | $6,410-81.1% | $11,426-89.4% |