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 | $160,913 | $97,044+65.8% | $83,333+93.1% | $135,375+18.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.25% | 12.31%-17.6pp | 10.63%-15.9pp | 519.73%-525.0pp |
| Employer contribution / active EE | $2,579 | $4,143-37.8% | $3,379-23.7% | $4,779-46.0% |
| Participant deferral / active EE | $6,120 | $5,964+2.6% | $5,565+10.0% | $5,609+9.1% |
| Admin fee / account holder | $4,136 | $8,380-50.6% | $7,510-44.9% | $10,827-61.8% |