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 | $130,483 | $167,307-22.0% | $143,757-9.2% | $134,475-3.0% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -10.27% | 0.46%-10.7pp | -0.04%-10.2pp | 417.96%-428.2pp |
| Employer contribution / active EE | $6,753 | $5,619+20.2% | $4,951+36.4% | $4,740+42.5% |
| Participant deferral / active EE | $3,205 | $6,446-50.3% | $5,637-43.1% | $6,400-49.9% |
| Admin fee / account holder | $925 | $18,088-94.9% | $14,673-93.7% | $11,426-91.9% |