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 | $101,488 | $92,222+10.0% | $76,768+32.2% | $135,375-25.0% |
| Participation rate | 93.3% | 79.8%+13.6pp | 77.0%+16.4pp | 82.6%+10.7pp |
| Annual return | -5.66% | 5.46%-11.1pp | 2.43%-8.1pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,075 | $3,216-35.5% | $2,485-16.5% | $4,779-56.6% |
| Participant deferral / active EE | $3,803 | $4,509-15.6% | $3,852-1.3% | $5,609-32.2% |
| Admin fee / account holder | $2,367 | $10,748-78.0% | $6,675-64.5% | $10,827-78.1% |