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 | $145,578 | $142,344+2.3% | $119,609+21.7% | $134,475+8.3% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -16.72% | -12.44%-4.3pp | -14.97%-1.8pp | 417.96%-434.7pp |
| Employer contribution / active EE | $2,366 | $5,222-54.7% | $4,232-44.1% | $4,740-50.1% |
| Participant deferral / active EE | $4,622 | $6,469-28.6% | $5,602-17.5% | $6,400-27.8% |
| Admin fee / account holder | $12,957 | $13,584-4.6% | $10,323+25.5% | $11,426+13.4% |