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 | $111,580 | $113,935-2.1% | $94,224+18.4% | $125,391-11.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -3.35% | 5.29%-8.6pp | 10.68%-14.0pp | 282.22%-285.6pp |
| Employer contribution / active EE | $3,901 | $4,727-17.5% | $3,587+8.8% | $4,866-19.8% |
| Participant deferral / active EE | $7,075 | $5,179+36.6% | $4,320+63.8% | $5,352+32.2% |
| Admin fee / account holder | $490 | $8,391-94.2% | $6,269-92.2% | $9,540-94.9% |