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 | $106,546 | $100,754+5.7% | $86,677+22.9% | $134,475-20.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.76% | 29.04%-44.8pp | 35.91%-51.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,250 | $3,489-35.5% | $2,836-20.7% | $4,740-52.5% |
| Participant deferral / active EE | $3,868 | $5,338-27.5% | $4,656-16.9% | $6,400-39.6% |
| Admin fee / account holder | $13,653 | $10,926+25.0% | $7,493+82.2% | $11,426+19.5% |