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 | $76,461 | $95,862-20.2% | $79,550-3.9% | $134,475-43.1% |
| Participation rate | 84.6% | 75.0%+9.6pp | 69.5%+15.1pp | 81.2%+3.4pp |
| Annual return | -17.66% | -2.69%-15.0pp | 0.16%-17.8pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,483 | $3,128-20.6% | $2,413+2.9% | $4,740-47.6% |
| Participant deferral / active EE | $5,509 | $4,693+17.4% | $3,985+38.2% | $6,400-13.9% |
| Admin fee / account holder | $3,173 | $9,126-65.2% | $6,832-53.6% | $11,426-72.2% |