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 | $114,398 | $167,484-31.7% | $151,611-24.5% | $134,475-14.9% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -13.95% | 7.80%-21.7pp | 3.33%-17.3pp | 417.96%-431.9pp |
| Employer contribution / active EE | $2,398 | $6,829-64.9% | $6,166-61.1% | $4,740-49.4% |
| Participant deferral / active EE | $5,262 | $8,986-41.4% | $8,363-37.1% | $6,400-17.8% |
| Admin fee / account holder | $37,500 | $13,783+172.1% | $11,616+222.8% | $11,426+228.2% |