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 | $166,646 | $175,600-5.1% | $129,110+29.1% | $134,475+23.9% |
| Participation rate | 94.1% | 81.6%+12.5pp | 77.3%+16.9pp | 81.2%+12.9pp |
| Annual return | -15.25% | -11.39%-3.9pp | -10.94%-4.3pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,242 | $6,355-64.7% | $5,052-55.6% | $4,740-52.7% |
| Participant deferral / active EE | $14,271 | $7,975+78.9% | $6,542+118.1% | $6,400+123.0% |
| Admin fee / account holder | $917 | $23,567-96.1% | $14,302-93.6% | $11,426-92.0% |