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 | $129,028 | $211,958-39.1% | $169,463-23.9% | $135,375-4.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.77% | 3.26%-7.0pp | 1.83%-5.6pp | 519.73%-523.5pp |
| Employer contribution / active EE | $2,397 | $5,120-53.2% | $4,159-42.4% | $4,779-49.8% |
| Participant deferral / active EE | $6,421 | $6,075+5.7% | $5,277+21.7% | $5,609+14.5% |
| Admin fee / account holder | $10,065 | $11,471-12.3% | $9,109+10.5% | $10,827-7.0% |