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 7-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 | $178,043 | $142,344+25.1% | $119,609+48.9% | $134,475+32.4% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -19.60% | -12.44%-7.2pp | -14.97%-4.6pp | 417.96%-437.6pp |
| Employer contribution / active EE | $14,710 | $5,222+181.7% | $4,232+247.6% | $4,740+210.4% |
| Participant deferral / active EE | $17,770 | $6,469+174.7% | $5,602+217.2% | $6,400+177.7% |
| Admin fee / account holder | $811 | $13,584-94.0% | $10,323-92.1% | $11,426-92.9% |