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 | $109,664 | $46,674+135.0% | $117,472-6.6% | $68,494+60.1% |
| Participation rate | 92.0% | 56.8%+35.2pp | 70.6%+21.4pp | 67.9%+24.1pp |
| Annual return | -13.36% | -14.52%+1.2pp | 29.74%-43.1pp | -7.84%-5.5pp |
| Employer contribution / active EE | $5,230 | $1,505+247.6% | $4,176+25.2% | $2,596+101.4% |
| Participant deferral / active EE | $8,534 | $2,636+223.7% | $4,070+109.7% | $4,027+111.9% |
| Admin fee / account holder | $509 | $4,020-87.3% | $5,645-91.0% | $5,403-90.6% |