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 | $183,380 | $142,344+28.8% | $119,609+53.3% | $134,475+36.4% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -18.87% | -12.44%-6.4pp | -14.97%-3.9pp | 417.96%-436.8pp |
| Employer contribution / active EE | $3,075 | $5,222-41.1% | $4,232-27.3% | $4,740-35.1% |
| Participant deferral / active EE | $6,622 | $6,469+2.4% | $5,602+18.2% | $6,400+3.5% |
| Admin fee / account holder | $2,047 | $13,584-84.9% | $10,323-80.2% | $11,426-82.1% |