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 | $94,391 | $71,883+31.3% | $86,677+8.9% | $68,494+37.8% |
| Participation rate | 85.2% | 72.2%+12.9pp | 76.6%+8.6pp | 67.9%+17.3pp |
| Annual return | -14.71% | 3.52%-18.2pp | 35.91%-50.6pp | -7.84%-6.9pp |
| Employer contribution / active EE | $2,650 | $2,173+22.0% | $2,836-6.6% | $2,596+2.1% |
| Participant deferral / active EE | $5,401 | $3,779+42.9% | $4,656+16.0% | $4,027+34.1% |
| Admin fee / account holder | $3,874 | $6,112-36.6% | $7,493-48.3% | $5,403-28.3% |