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 | $163,644 | $158,817+3.0% | $121,196+35.0% | $135,375+20.9% |
| Participation rate | 83.3% | 79.3%+4.0pp | 71.7%+11.6pp | 82.6%+0.7pp |
| Annual return | -2.37% | -0.64%-1.7pp | 16.93%-19.3pp | 519.73%-522.1pp |
| Employer contribution / active EE | $2,470 | $5,665-56.4% | $4,022-38.6% | $4,779-48.3% |
| Participant deferral / active EE | $6,167 | $4,005+54.0% | $3,344+84.4% | $5,609+9.9% |
| Admin fee / account holder | $6,227 | $6,512-4.4% | $5,019+24.1% | $10,827-42.5% |