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 | $201,072 | $167,307+20.2% | $143,757+39.9% | $134,475+49.5% |
| Participation rate | 93.8% | 84.8%+8.9pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -13.03% | 0.46%-13.5pp | -0.04%-13.0pp | 417.96%-431.0pp |
| Employer contribution / active EE | $2,808 | $5,619-50.0% | $4,951-43.3% | $4,740-40.8% |
| Participant deferral / active EE | $3,587 | $6,446-44.3% | $5,637-36.4% | $6,400-43.9% |
| Admin fee / account holder | $30,305 | $18,088+67.5% | $14,673+106.5% | $11,426+165.2% |