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 | $155,272 | $211,958-26.7% | $169,463-8.4% | $135,375+14.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -1.57% | 3.26%-4.8pp | 1.83%-3.4pp | 519.73%-521.3pp |
| Employer contribution / active EE | $2,323 | $5,120-54.6% | $4,159-44.1% | $4,779-51.4% |
| Participant deferral / active EE | $4,930 | $6,075-18.8% | $5,277-6.6% | $5,609-12.1% |
| Admin fee / account holder | $28,088 | $11,471+144.9% | $9,109+208.4% | $10,827+159.4% |