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 | $79,858 | $167,307-52.3% | $143,757-44.4% | $134,475-40.6% |
| Participation rate | 88.2% | 84.8%+3.4pp | 80.3%+7.9pp | 81.2%+7.0pp |
| Annual return | -13.56% | 0.46%-14.0pp | -0.04%-13.5pp | 417.96%-431.5pp |
| Employer contribution / active EE | $2,326 | $5,619-58.6% | $4,951-53.0% | $4,740-50.9% |
| Participant deferral / active EE | $7,841 | $6,446+21.7% | $5,637+39.1% | $6,400+22.5% |
| Admin fee / account holder | $5,877 | $18,088-67.5% | $14,673-59.9% | $11,426-48.6% |