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 | $97,917 | $167,307-41.5% | $143,757-31.9% | $134,475-27.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.41% | 0.46%-7.9pp | -0.04%-7.4pp | 417.96%-425.4pp |
| Employer contribution / active EE | $9,286 | $5,619+65.3% | $4,951+87.6% | $4,740+95.9% |
| Participant deferral / active EE | $7,181 | $6,446+11.4% | $5,637+27.4% | $6,400+12.2% |
| Admin fee / account holder | $868 | $18,088-95.2% | $14,673-94.1% | $11,426-92.4% |