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 | $126,357 | $73,867+71.1% | $143,757-12.1% | $68,494+84.5% |
| Participation rate | 94.4% | 66.7%+27.8pp | 80.3%+14.1pp | 67.9%+26.6pp |
| Annual return | -17.47% | 1.01%-18.5pp | -0.04%-17.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $5,079 | $3,184+59.5% | $4,951+2.6% | $2,596+95.6% |
| Participant deferral / active EE | $5,717 | $3,384+68.9% | $5,637+1.4% | $4,027+42.0% |
| Admin fee / account holder | $10,283 | $5,755+78.7% | $14,673-29.9% | $5,403+90.3% |