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 | $31,742 | $127,386-75.1% | $115,037-72.4% | $125,391-74.7% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | -0.50% | 31.28%-31.8pp | 26.14%-26.6pp | 282.22%-282.7pp |
| Employer contribution / active EE | $2,961 | $5,166-42.7% | $4,608-35.8% | $4,866-39.2% |
| Participant deferral / active EE | $8,961 | $6,423+39.5% | $6,026+48.7% | $5,352+67.5% |
| Admin fee / account holder | $3,040 | $9,516-68.1% | $8,175-62.8% | $9,540-68.1% |