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 | $98,612 | $158,817-37.9% | $121,196-18.6% | $135,375-27.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -7.00% | -0.64%-6.4pp | 16.93%-23.9pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,276 | $5,665-59.8% | $4,022-43.4% | $4,779-52.4% |
| Participant deferral / active EE | $4,264 | $4,005+6.5% | $3,344+27.5% | $5,609-24.0% |
| Admin fee / account holder | $6,792 | $6,512+4.3% | $5,019+35.3% | $10,827-37.3% |