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 | $108,530 | $142,344-23.8% | $119,609-9.3% | $134,475-19.3% |
| Participation rate | 95.8% | 82.8%+13.0pp | 79.3%+16.6pp | 81.2%+14.6pp |
| Annual return | -16.30% | -12.44%-3.9pp | -14.97%-1.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $11,653 | $5,222+123.2% | $4,232+175.4% | $4,740+145.9% |
| Participant deferral / active EE | $6,675 | $6,469+3.2% | $5,602+19.2% | $6,400+4.3% |
| Admin fee / account holder | $1,875 | $13,584-86.2% | $10,323-81.8% | $11,426-83.6% |