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 | $89,154 | $91,538-2.6% | $129,995-31.4% | $75,163+18.6% |
| Participation rate | 80.8% | 71.4%+9.3pp | 78.5%+2.3pp | 67.2%+13.6pp |
| Annual return | 19.48% | -631.11%+650.6pp | -137.18%+156.7pp | 160.62%-141.1pp |
| Employer contribution / active EE | $3,345 | $2,845+17.6% | $4,320-22.6% | $2,670+25.3% |
| Participant deferral / active EE | $4,494 | $4,341+3.5% | $5,820-22.8% | $4,125+9.0% |
| Admin fee / account holder | $4,267 | $6,790-37.2% | $10,614-59.8% | $5,651-24.5% |