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 | $109,821 | $167,307-34.4% | $143,757-23.6% | $134,475-18.3% |
| Participation rate | 70.6% | 84.8%-14.2pp | 80.3%-9.7pp | 81.2%-10.6pp |
| Annual return | -16.53% | 0.46%-17.0pp | -0.04%-16.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,194 | $5,619-60.9% | $4,951-55.7% | $4,740-53.7% |
| Participant deferral / active EE | $5,902 | $6,446-8.4% | $5,637+4.7% | $6,400-7.8% |
| Admin fee / account holder | $862 | $18,088-95.2% | $14,673-94.1% | $11,426-92.5% |