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 | $100,743 | $167,307-39.8% | $143,757-29.9% | $134,475-25.1% |
| Participation rate | 94.4% | 84.8%+9.6pp | 80.3%+14.1pp | 81.2%+13.2pp |
| Annual return | -16.49% | 0.46%-16.9pp | -0.04%-16.4pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,986 | $5,619-46.9% | $4,951-39.7% | $4,740-37.0% |
| Participant deferral / active EE | $10,142 | $6,446+57.3% | $5,637+79.9% | $6,400+58.5% |
| Admin fee / account holder | $1,660 | $18,088-90.8% | $14,673-88.7% | $11,426-85.5% |