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 | $73,500 | $175,600-58.1% | $129,110-43.1% | $134,475-45.3% |
| Participation rate | 93.8% | 81.6%+12.2pp | 77.3%+16.5pp | 81.2%+12.5pp |
| Annual return | -16.34% | -11.39%-5.0pp | -10.94%-5.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $4,682 | $6,355-26.3% | $5,052-7.3% | $4,740-1.2% |
| Participant deferral / active EE | $6,390 | $7,975-19.9% | $6,542-2.3% | $6,400-0.1% |
| Admin fee / account holder | $719 | $23,567-96.9% | $14,302-95.0% | $11,426-93.7% |