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 | $101,663 | $81,900+24.1% | $119,609-15.0% | $68,494+48.4% |
| Participation rate | 94.4% | 71.9%+22.6pp | 79.3%+15.2pp | 67.9%+26.6pp |
| Annual return | -5.86% | -23.82%+18.0pp | -14.97%+9.1pp | -7.84%+2.0pp |
| Employer contribution / active EE | $2,474 | $2,693-8.1% | $4,232-41.5% | $2,596-4.7% |
| Participant deferral / active EE | $5,828 | $4,148+40.5% | $5,602+4.0% | $4,027+44.7% |
| Admin fee / account holder | $1,077 | $6,582-83.6% | $10,323-89.6% | $5,403-80.1% |