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 | $217,198 | $167,307+29.8% | $143,757+51.1% | $134,475+61.5% |
| Participation rate | 81.0% | 84.8%-3.9pp | 80.3%+0.6pp | 81.2%-0.3pp |
| Annual return | -19.30% | 0.46%-19.8pp | -0.04%-19.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $3,559 | $5,619-36.7% | $4,951-28.1% | $4,740-24.9% |
| Participant deferral / active EE | $4,257 | $6,446-34.0% | $5,637-24.5% | $6,400-33.5% |
| Admin fee / account holder | $25,727 | $18,088+42.2% | $14,673+75.3% | $11,426+125.2% |