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 9-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 | $109,199 | $95,862+13.9% | $79,550+37.3% | $134,475-18.8% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -6.63% | -2.69%-3.9pp | 0.16%-6.8pp | 417.96%-424.6pp |
| Employer contribution / active EE | $1,883 | $3,128-39.8% | $2,413-22.0% | $4,740-60.3% |
| Participant deferral / active EE | $4,866 | $4,693+3.7% | $3,985+22.1% | $6,400-24.0% |
| Admin fee / account holder | $442 | $9,126-95.2% | $6,832-93.5% | $11,426-96.1% |