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 | $53,560 | $127,386-58.0% | $115,037-53.4% | $125,391-57.3% |
| Participation rate | 94.7% | 84.2%+10.6pp | 81.4%+13.4pp | 83.2%+11.5pp |
| Annual return | -2.25% | 31.28%-33.5pp | 26.14%-28.4pp | 282.22%-284.5pp |
| Employer contribution / active EE | $3,261 | $5,166-36.9% | $4,608-29.2% | $4,866-33.0% |
| Participant deferral / active EE | $5,694 | $6,423-11.3% | $6,026-5.5% | $5,352+6.4% |
| Admin fee / account holder | $1,487 | $9,516-84.4% | $8,175-81.8% | $9,540-84.4% |