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 | $141,041 | $154,117-8.5% | $129,995+8.5% | $139,434+1.2% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.5%-8.5pp | 80.3%-10.3pp |
| Annual return | 27.28% | 32.48%-5.2pp | -137.18%+164.5pp | 372.94%-345.7pp |
| Employer contribution / active EE | $3,816 | $5,289-27.8% | $4,320-11.7% | $4,751-19.7% |
| Participant deferral / active EE | $8,509 | $6,710+26.8% | $5,820+46.2% | $6,710+26.8% |
| Admin fee / account holder | $908 | $14,007-93.5% | $10,614-91.4% | $11,403-92.0% |