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 | $99,094 | $154,117-35.7% | $129,995-23.8% | $139,434-28.9% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | 10.44% | 32.48%-22.0pp | -137.18%+147.6pp | 372.94%-362.5pp |
| Employer contribution / active EE | $2,238 | $5,289-57.7% | $4,320-48.2% | $4,751-52.9% |
| Participant deferral / active EE | $2,993 | $6,710-55.4% | $5,820-48.6% | $6,710-55.4% |
| Admin fee / account holder | $908 | $14,007-93.5% | $10,614-91.4% | $11,403-92.0% |