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 | $30,940 | $167,484-81.5% | $151,611-79.6% | $134,475-77.0% |
| Participation rate | 84.6% | 88.4%-3.8pp | 87.5%-2.9pp | 81.2%+3.4pp |
| Annual return | -14.92% | 7.80%-22.7pp | 3.33%-18.2pp | 417.96%-432.9pp |
| Employer contribution / active EE | $2,297 | $6,829-66.4% | $6,166-62.8% | $4,740-51.5% |
| Participant deferral / active EE | $4,264 | $8,986-52.5% | $8,363-49.0% | $6,400-33.4% |
| Admin fee / account holder | $4,803 | $13,783-65.2% | $11,616-58.7% | $11,426-58.0% |