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 | $79,031 | $97,044-18.6% | $83,333-5.2% | $135,375-41.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.53% | 12.31%-16.8pp | 10.63%-15.2pp | 519.73%-524.3pp |
| Employer contribution / active EE | $8,933 | $4,143+115.6% | $3,379+164.4% | $4,779+86.9% |
| Participant deferral / active EE | $14,547 | $5,964+143.9% | $5,565+161.4% | $5,609+159.4% |
| Admin fee / account holder | $4,202 | $8,380-49.9% | $7,510-44.1% | $10,827-61.2% |