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 | $155,665 | $105,860+47.0% | $90,749+71.5% | $134,475+15.8% |
| Participation rate | 90.5% | 78.2%+12.2pp | 75.7%+14.8pp | 81.2%+9.3pp |
| Annual return | -11.32% | -11.01%-0.3pp | -12.16%+0.8pp | 417.96%-429.3pp |
| Employer contribution / active EE | $4,910 | $3,462+41.8% | $2,921+68.1% | $4,740+3.6% |
| Participant deferral / active EE | $10,559 | $5,216+102.4% | $4,564+131.3% | $6,400+65.0% |
| Admin fee / account holder | $2,819 | $13,938-79.8% | $8,445-66.6% | $11,426-75.3% |