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 | $75,712 | $167,484-54.8% | $151,611-50.1% | $134,475-43.7% |
| Participation rate | 93.8% | 88.4%+5.4pp | 87.5%+6.3pp | 81.2%+12.5pp |
| Annual return | -8.08% | 7.80%-15.9pp | 3.33%-11.4pp | 417.96%-426.0pp |
| Employer contribution / active EE | $15,084 | $6,829+120.9% | $6,166+144.6% | $4,740+218.3% |
| Participant deferral / active EE | $7,896 | $8,986-12.1% | $8,363-5.6% | $6,400+23.4% |
| Admin fee / account holder | $307 | $13,783-97.8% | $11,616-97.4% | $11,426-97.3% |