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 | $70,679 | $71,883-1.7% | $86,677-18.5% | $68,494+3.2% |
| Participation rate | 97.2% | 72.2%+25.0pp | 76.6%+20.6pp | 67.9%+29.3pp |
| Annual return | -17.86% | 3.52%-21.4pp | 35.91%-53.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $4,623 | $2,173+112.7% | $2,836+63.0% | $2,596+78.0% |
| Participant deferral / active EE | $5,253 | $3,779+39.0% | $4,656+12.8% | $4,027+30.4% |
| Admin fee / account holder | $1,242 | $6,112-79.7% | $7,493-83.4% | $5,403-77.0% |