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 | $58,950 | $167,484-64.8% | $151,611-61.1% | $134,475-56.2% |
| Participation rate | 95.2% | 88.4%+6.9pp | 87.5%+7.7pp | 81.2%+14.0pp |
| Annual return | -13.74% | 7.80%-21.5pp | 3.33%-17.1pp | 417.96%-431.7pp |
| Employer contribution / active EE | $4,989 | $6,829-27.0% | $6,166-19.1% | $4,740+5.3% |
| Participant deferral / active EE | $4,189 | $8,986-53.4% | $8,363-49.9% | $6,400-34.5% |
| Admin fee / account holder | $2,707 | $13,783-80.4% | $11,616-76.7% | $11,426-76.3% |