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 | $56,452 | $167,307-66.3% | $143,757-60.7% | $134,475-58.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.36% | 0.46%-16.8pp | -0.04%-16.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,806 | $5,619-67.9% | $4,951-63.5% | $4,740-61.9% |
| Participant deferral / active EE | $4,880 | $6,446-24.3% | $5,637-13.4% | $6,400-23.7% |
| Admin fee / account holder | $2,160 | $18,088-88.1% | $14,673-85.3% | $11,426-81.1% |