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 | $144,445 | $133,958+7.8% | $112,228+28.7% | $134,475+7.4% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.4pp |
| Annual return | -7.34% | 47.11%-54.5pp | 27.45%-34.8pp | 417.96%-425.3pp |
| Employer contribution / active EE | $3,272 | $4,038-19.0% | $3,635-10.0% | $4,740-31.0% |
| Participant deferral / active EE | $8,809 | $5,291+66.5% | $4,728+86.3% | $6,400+37.6% |
| Admin fee / account holder | $1,729 | $7,489-76.9% | $6,410-73.0% | $11,426-84.9% |