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 | $56,640 | $127,386-55.5% | $115,037-50.8% | $125,391-54.8% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | -0.36% | 31.28%-31.6pp | 26.14%-26.5pp | 282.22%-282.6pp |
| Employer contribution / active EE | $1,539 | $5,166-70.2% | $4,608-66.6% | $4,866-68.4% |
| Participant deferral / active EE | $6,431 | $6,423+0.1% | $6,026+6.7% | $5,352+20.2% |
| Admin fee / account holder | $13,116 | $9,516+37.8% | $8,175+60.4% | $9,540+37.5% |