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 | $112,137 | $133,958-16.3% | $112,228-0.1% | $134,475-16.6% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -13.53% | 47.11%-60.6pp | 27.45%-41.0pp | 417.96%-431.5pp |
| Employer contribution / active EE | $2,235 | $4,038-44.6% | $3,635-38.5% | $4,740-52.8% |
| Participant deferral / active EE | $5,121 | $5,291-3.2% | $4,728+8.3% | $6,400-20.0% |
| Admin fee / account holder | $2,201 | $7,489-70.6% | $6,410-65.7% | $11,426-80.7% |