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 | $99,814 | $167,307-40.3% | $143,757-30.6% | $134,475-25.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.26% | 0.46%-15.7pp | -0.04%-15.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $3,515 | $5,619-37.4% | $4,951-29.0% | $4,740-25.8% |
| Participant deferral / active EE | $8,133 | $6,446+26.2% | $5,637+44.3% | $6,400+27.1% |
| Admin fee / account holder | $1,338 | $18,088-92.6% | $14,673-90.9% | $11,426-88.3% |