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 | $139,738 | $64,307+117.3% | $57,343+143.7% | $125,391+11.4% |
| Participation rate | 94.7% | 78.6%+16.1pp | 75.1%+19.6pp | 83.2%+11.5pp |
| Annual return | -0.42% | 25.12%-25.5pp | 24.39%-24.8pp | 282.22%-282.6pp |
| Employer contribution / active EE | $1,831 | $3,193-42.7% | $2,689-31.9% | $4,866-62.4% |
| Participant deferral / active EE | $8,029 | $3,848+108.6% | $3,162+153.9% | $5,352+50.0% |
| Admin fee / account holder | $9,532 | $5,242+81.9% | $3,356+184.1% | $9,540-0.1% |