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 4-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 | $164,037 | $167,307-2.0% | $143,757+14.1% | $134,475+22.0% |
| Participation rate | 93.8% | 84.8%+8.9pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -17.23% | 0.46%-17.7pp | -0.04%-17.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $1,244 | $5,619-77.9% | $4,951-74.9% | $4,740-73.8% |
| Participant deferral / active EE | $4,120 | $6,446-36.1% | $5,637-26.9% | $6,400-35.6% |
| Admin fee / account holder | $1,130 | $18,088-93.8% | $14,673-92.3% | $11,426-90.1% |