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 | $139,016 | $85,790+62.0% | $67,313+106.5% | $135,375+2.7% |
| Participation rate | 90.0% | 76.5%+13.5pp | 69.1%+20.9pp | 82.6%+7.4pp |
| Annual return | -0.71% | -0.54%-0.2pp | -4.08%+3.4pp | 519.73%-520.4pp |
| Employer contribution / active EE | $4,032 | $3,487+15.6% | $2,566+57.2% | $4,779-15.6% |
| Participant deferral / active EE | $9,883 | $4,651+112.5% | $3,568+177.0% | $5,609+76.2% |
| Admin fee / account holder | $1,016 | $6,392-84.1% | $4,507-77.5% | $10,827-90.6% |