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 | $90,508 | $167,307-45.9% | $143,757-37.0% | $134,475-32.7% |
| Participation rate | 95.5% | 84.8%+10.6pp | 80.3%+15.1pp | 81.2%+14.2pp |
| Annual return | -14.70% | 0.46%-15.2pp | -0.04%-14.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $2,751 | $5,619-51.0% | $4,951-44.4% | $4,740-42.0% |
| Participant deferral / active EE | $10,351 | $6,446+60.6% | $5,637+83.6% | $6,400+61.7% |
| Admin fee / account holder | $2,372 | $18,088-86.9% | $14,673-83.8% | $11,426-79.2% |