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 | $127,022 | $167,484-24.2% | $151,611-16.2% | $134,475-5.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.71% | 7.80%-22.5pp | 3.33%-18.0pp | 417.96%-432.7pp |
| Employer contribution / active EE | $2,218 | $6,829-67.5% | $6,166-64.0% | $4,740-53.2% |
| Participant deferral / active EE | $11,360 | $8,986+26.4% | $8,363+35.8% | $6,400+77.5% |
| Admin fee / account holder | $5,348 | $13,783-61.2% | $11,616-54.0% | $11,426-53.2% |