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 | $126,919 | $105,860+19.9% | $90,749+39.9% | $134,475-5.6% |
| Participation rate | 71.4% | 78.2%-6.8pp | 75.7%-4.3pp | 81.2%-9.8pp |
| Annual return | -16.89% | -11.01%-5.9pp | -12.16%-4.7pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,577 | $3,462-54.4% | $2,921-46.0% | $4,740-66.7% |
| Participant deferral / active EE | $3,236 | $5,216-38.0% | $4,564-29.1% | $6,400-49.4% |
| Admin fee / account holder | $495 | $13,938-96.4% | $8,445-94.1% | $11,426-95.7% |