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 | $127,569 | $211,958-39.8% | $169,463-24.7% | $135,375-5.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.51% | 3.26%-6.8pp | 1.83%-5.3pp | 519.73%-523.2pp |
| Employer contribution / active EE | $2,094 | $5,120-59.1% | $4,159-49.7% | $4,779-56.2% |
| Participant deferral / active EE | $4,782 | $6,075-21.3% | $5,277-9.4% | $5,609-14.7% |
| Admin fee / account holder | $1,457 | $11,471-87.3% | $9,109-84.0% | $10,827-86.5% |