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 | $138,654 | $167,484-17.2% | $151,611-8.5% | $134,475+3.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.42% | 7.80%-18.2pp | 3.33%-13.8pp | 417.96%-428.4pp |
| Employer contribution / active EE | $4,471 | $6,829-34.5% | $6,166-27.5% | $4,740-5.7% |
| Participant deferral / active EE | $7,118 | $8,986-20.8% | $8,363-14.9% | $6,400+11.2% |
| Admin fee / account holder | $6,751 | $13,783-51.0% | $11,616-41.9% | $11,426-40.9% |