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 | $71,918 | $69,518+3.5% | $59,878+20.1% | $135,375-46.9% |
| Participation rate | 88.9% | 77.8%+11.1pp | 74.7%+14.2pp | 82.6%+6.2pp |
| Annual return | -2.32% | 7.94%-10.3pp | 3.46%-5.8pp | 519.73%-522.1pp |
| Employer contribution / active EE | $8,148 | $3,235+151.9% | $2,722+199.4% | $4,779+70.5% |
| Participant deferral / active EE | $6,451 | $4,206+53.4% | $3,402+89.6% | $5,609+15.0% |
| Admin fee / account holder | $2,413 | $5,734-57.9% | $3,590-32.8% | $10,827-77.7% |