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 | $168,838 | $142,344+18.6% | $119,609+41.2% | $134,475+25.6% |
| Participation rate | 72.2% | 82.8%-10.6pp | 79.3%-7.0pp | 81.2%-9.0pp |
| Annual return | -19.86% | -12.44%-7.4pp | -14.97%-4.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,516 | $5,222-71.0% | $4,232-64.2% | $4,740-68.0% |
| Participant deferral / active EE | $3,038 | $6,469-53.0% | $5,602-45.8% | $6,400-52.5% |
| Admin fee / account holder | $10,045 | $13,584-26.1% | $10,323-2.7% | $11,426-12.1% |