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 8-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 | $134,172 | $167,484-19.9% | $151,611-11.5% | $134,475-0.2% |
| Participation rate | 82.6% | 88.4%-5.8pp | 87.5%-4.9pp | 81.2%+1.4pp |
| Annual return | -6.19% | 7.80%-14.0pp | 3.33%-9.5pp | 417.96%-424.2pp |
| Employer contribution / active EE | $8,177 | $6,829+19.7% | $6,166+32.6% | $4,740+72.5% |
| Participant deferral / active EE | $13,952 | $8,986+55.3% | $8,363+66.8% | $6,400+118.0% |
| Admin fee / account holder | $6,249 | $13,783-54.7% | $11,616-46.2% | $11,426-45.3% |