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 | $63,378 | $100,754-37.1% | $86,677-26.9% | $134,475-52.9% |
| Participation rate | 86.4% | 78.9%+7.4pp | 76.6%+9.8pp | 81.2%+5.1pp |
| Annual return | -11.08% | 29.04%-40.1pp | 35.91%-47.0pp | 417.96%-429.0pp |
| Employer contribution / active EE | $1,947 | $3,489-44.2% | $2,836-31.4% | $4,740-58.9% |
| Participant deferral / active EE | $3,695 | $5,338-30.8% | $4,656-20.6% | $6,400-42.3% |
| Admin fee / account holder | $1,227 | $10,926-88.8% | $7,493-83.6% | $11,426-89.3% |