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 | $107,866 | $81,900+31.7% | $119,609-9.8% | $68,494+57.5% |
| Participation rate | 96.7% | 71.9%+24.8pp | 79.3%+17.4pp | 67.9%+28.8pp |
| Annual return | -17.84% | -23.82%+6.0pp | -14.97%-2.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,596 | $2,693-3.6% | $4,232-38.7% | $2,5960% |
| Participant deferral / active EE | $4,678 | $4,148+12.8% | $5,602-16.5% | $4,027+16.2% |
| Admin fee / account holder | $950 | $6,582-85.6% | $10,323-90.8% | $5,403-82.4% |