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 | $45,579 | $167,307-72.8% | $143,757-68.3% | $134,475-66.1% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -19.02% | 0.46%-19.5pp | -0.04%-19.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,594 | $5,619-71.6% | $4,951-67.8% | $4,740-66.4% |
| Participant deferral / active EE | $7,856 | $6,446+21.9% | $5,637+39.4% | $6,400+22.8% |
| Admin fee / account holder | $663 | $18,088-96.3% | $14,673-95.5% | $11,426-94.2% |