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 | $87,084 | $167,484-48.0% | $151,611-42.6% | $134,475-35.2% |
| Participation rate | 95.5% | 88.4%+7.1pp | 87.5%+8.0pp | 81.2%+14.2pp |
| Annual return | -17.72% | 7.80%-25.5pp | 3.33%-21.0pp | 417.96%-435.7pp |
| Employer contribution / active EE | $3,000 | $6,829-56.1% | $6,166-51.3% | $4,740-36.7% |
| Participant deferral / active EE | $9,521 | $8,986+6.0% | $8,363+13.8% | $6,400+48.8% |
| Admin fee / account holder | $2,214 | $13,783-83.9% | $11,616-80.9% | $11,426-80.6% |