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 | $114,532 | $167,484-31.6% | $151,611-24.5% | $134,475-14.8% |
| Participation rate | 78.6% | 88.4%-9.8pp | 87.5%-8.9pp | 81.2%-2.7pp |
| Annual return | -17.16% | 7.80%-25.0pp | 3.33%-20.5pp | 417.96%-435.1pp |
| Employer contribution / active EE | $4,648 | $6,829-31.9% | $6,166-24.6% | $4,740-1.9% |
| Participant deferral / active EE | $9,337 | $8,986+3.9% | $8,363+11.6% | $6,400+45.9% |
| Admin fee / account holder | $13,101 | $13,783-4.9% | $11,616+12.8% | $11,426+14.7% |