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 | $134,032 | $167,307-19.9% | $143,757-6.8% | $134,475-0.3% |
| Participation rate | 94.7% | 84.8%+9.9pp | 80.3%+14.4pp | 81.2%+13.5pp |
| Annual return | -16.19% | 0.46%-16.7pp | -0.04%-16.1pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,044 | $5,619-63.6% | $4,951-58.7% | $4,740-56.9% |
| Participant deferral / active EE | $6,609 | $6,446+2.5% | $5,637+17.2% | $6,400+3.3% |
| Admin fee / account holder | $23,082 | $18,088+27.6% | $14,673+57.3% | $11,426+102.0% |