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 3-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 | $64,279 | $167,307-61.6% | $143,757-55.3% | $134,475-52.2% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -19.39% | 0.46%-19.8pp | -0.04%-19.3pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,083 | $5,619-62.9% | $4,951-57.9% | $4,740-56.0% |
| Participant deferral / active EE | $5,267 | $6,446-18.3% | $5,637-6.6% | $6,400-17.7% |
| Admin fee / account holder | $682 | $18,088-96.2% | $14,673-95.4% | $11,426-94.0% |