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 | $124,981 | $133,958-6.7% | $112,228+11.4% | $134,475-7.1% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.1%+16.6pp | 81.2%+10.4pp |
| Annual return | -14.83% | 47.11%-61.9pp | 27.45%-42.3pp | 417.96%-432.8pp |
| Employer contribution / active EE | $2,367 | $4,038-41.4% | $3,635-34.9% | $4,740-50.1% |
| Participant deferral / active EE | $3,924 | $5,291-25.8% | $4,728-17.0% | $6,400-38.7% |
| Admin fee / account holder | $1,122 | $7,489-85.0% | $6,410-82.5% | $11,426-90.2% |