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 | $71,428 | $71,883-0.6% | $86,677-17.6% | $68,494+4.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -13.01% | 3.52%-16.5pp | 35.91%-48.9pp | -7.84%-5.2pp |
| Employer contribution / active EE | $2,552 | $2,173+17.4% | $2,836-10.0% | $2,596-1.7% |
| Participant deferral / active EE | $3,859 | $3,779+2.1% | $4,656-17.1% | $4,027-4.2% |
| Admin fee / account holder | $9,500 | $6,112+55.4% | $7,493+26.8% | $5,403+75.8% |