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 | $100,918 | $167,307-39.7% | $143,757-29.8% | $134,475-25.0% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -17.96% | 0.46%-18.4pp | -0.04%-17.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,127 | $5,619-62.2% | $4,951-57.0% | $4,740-55.1% |
| Participant deferral / active EE | $5,543 | $6,446-14.0% | $5,637-1.7% | $6,400-13.4% |
| Admin fee / account holder | $7,460 | $18,088-58.8% | $14,673-49.2% | $11,426-34.7% |