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 | $97,641 | $95,862+1.9% | $79,550+22.7% | $134,475-27.4% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -19.67% | -2.69%-17.0pp | 0.16%-19.8pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,810 | $3,128-42.1% | $2,413-25.0% | $4,740-61.8% |
| Participant deferral / active EE | $3,536 | $4,693-24.7% | $3,985-11.3% | $6,400-44.7% |
| Admin fee / account holder | $453 | $9,126-95.0% | $6,832-93.4% | $11,426-96.0% |