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 | $101,015 | $197,825-48.9% | $155,790-35.2% | $125,391-19.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -0.88% | 86.74%-87.6pp | 71.54%-72.4pp | 282.22%-283.1pp |
| Employer contribution / active EE | $2,963 | $4,847-38.9% | $3,836-22.8% | $4,866-39.1% |
| Participant deferral / active EE | $6,289 | $5,630+11.7% | $4,797+31.1% | $5,352+17.5% |
| Admin fee / account holder | $5,417 | $9,545-43.2% | $7,478-27.6% | $9,540-43.2% |