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 | $83,351 | $87,540-4.8% | $75,781+10.0% | $125,391-33.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.16% | 13.48%-15.6pp | 9.68%-11.8pp | 282.22%-284.4pp |
| Employer contribution / active EE | $3,427 | $3,930-12.8% | $3,323+3.1% | $4,866-29.6% |
| Participant deferral / active EE | $4,622 | $4,229+9.3% | $3,651+26.6% | $5,352-13.6% |
| Admin fee / account holder | $586 | $6,502-91.0% | $5,299-88.9% | $9,540-93.9% |