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 6-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 | $78,402 | $167,484-53.2% | $151,611-48.3% | $134,475-41.7% |
| Participation rate | 86.7% | 88.4%-1.7pp | 87.5%-0.8pp | 81.2%+5.4pp |
| Annual return | -20.02% | 7.80%-27.8pp | 3.33%-23.4pp | 417.96%-438.0pp |
| Employer contribution / active EE | $4,989 | $6,829-26.9% | $6,166-19.1% | $4,740+5.3% |
| Participant deferral / active EE | $10,487 | $8,986+16.7% | $8,363+25.4% | $6,400+63.9% |
| Admin fee / account holder | $1,256 | $13,783-90.9% | $11,616-89.2% | $11,426-89.0% |