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 | $48,811 | $167,484-70.9% | $151,611-67.8% | $134,475-63.7% |
| Participation rate | 93.8% | 88.4%+5.4pp | 87.5%+6.3pp | 81.2%+12.5pp |
| Annual return | -17.06% | 7.80%-24.9pp | 3.33%-20.4pp | 417.96%-435.0pp |
| Employer contribution / active EE | $3,280 | $6,829-52.0% | $6,166-46.8% | $4,740-30.8% |
| Participant deferral / active EE | $4,652 | $8,986-48.2% | $8,363-44.4% | $6,400-27.3% |
| Admin fee / account holder | $697 | $13,783-94.9% | $11,616-94.0% | $11,426-93.9% |