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 | $43,010 | $147,167-70.8% | $111,392-61.4% | $135,375-68.2% |
| Participation rate | 90.0% | 84.0%+6.0pp | 78.9%+11.1pp | 82.6%+7.4pp |
| Annual return | -6.68% | -4.44%-2.2pp | -2.06%-4.6pp | 519.73%-526.4pp |
| Employer contribution / active EE | $5,093 | $5,204-2.1% | $4,328+17.7% | $4,779+6.6% |
| Participant deferral / active EE | $8,985 | $6,565+36.9% | $5,567+61.4% | $5,609+60.2% |
| Admin fee / account holder | $1,269 | $20,270-93.7% | $12,266-89.7% | $10,827-88.3% |