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 | $201,387 | $167,484+20.2% | $151,611+32.8% | $134,475+49.8% |
| Participation rate | 76.9% | 88.4%-11.5pp | 87.5%-10.6pp | 81.2%-4.3pp |
| Annual return | -10.19% | 7.80%-18.0pp | 3.33%-13.5pp | 417.96%-428.1pp |
| Employer contribution / active EE | $6,749 | $6,829-1.2% | $6,166+9.5% | $4,740+42.4% |
| Participant deferral / active EE | $3,261 | $8,986-63.7% | $8,363-61.0% | $6,400-49.0% |
| Admin fee / account holder | $1,207 | $13,783-91.2% | $11,616-89.6% | $11,426-89.4% |