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 | $68,732 | $127,386-46.0% | $115,037-40.3% | $125,391-45.2% |
| Participation rate | 91.3% | 84.2%+7.1pp | 81.4%+9.9pp | 83.2%+8.1pp |
| Annual return | -2.95% | 31.28%-34.2pp | 26.14%-29.1pp | 282.22%-285.2pp |
| Employer contribution / active EE | $2,308 | $5,166-55.3% | $4,608-49.9% | $4,866-52.6% |
| Participant deferral / active EE | $13,703 | $6,423+113.3% | $6,026+127.4% | $5,352+156.1% |
| Admin fee / account holder | $3,684 | $9,516-61.3% | $8,175-54.9% | $9,540-61.4% |