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 | $126,283 | $142,344-11.3% | $119,609+5.6% | $134,475-6.1% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | 1.03% | -12.44%+13.5pp | -14.97%+16.0pp | 417.96%-416.9pp |
| Employer contribution / active EE | $2,150 | $5,222-58.8% | $4,232-49.2% | $4,740-54.6% |
| Participant deferral / active EE | $3,992 | $6,469-38.3% | $5,602-28.7% | $6,400-37.6% |
| Admin fee / account holder | $29,276 | $13,584+115.5% | $10,323+183.6% | $11,426+156.2% |