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 | $106,273 | $92,222+15.2% | $76,768+38.4% | $135,375-21.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.64% | 5.46%-9.1pp | 2.43%-6.1pp | 519.73%-523.4pp |
| Employer contribution / active EE | $3,504 | $3,216+9.0% | $2,485+41.0% | $4,779-26.7% |
| Participant deferral / active EE | $4,247 | $4,509-5.8% | $3,852+10.3% | $5,609-24.3% |
| Admin fee / account holder | $2,403 | $10,748-77.6% | $6,675-64.0% | $10,827-77.8% |