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 | $123,318 | $77,813+58.5% | $123,544-0.2% | $64,186+92.1% |
| Participation rate | 89.3% | 74.7%+14.6pp | 82.3%+7.0pp | 69.6%+19.7pp |
| Annual return | -6.11% | 12.48%-18.6pp | 119.20%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,679 | $3,014-11.1% | $4,628-42.1% | $2,381+12.5% |
| Participant deferral / active EE | $5,324 | $5,240+1.6% | $6,426-17.1% | $3,470+53.5% |
| Admin fee / account holder | $1,026 | $5,519-81.4% | $9,284-89.0% | $4,888-79.0% |