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 | $115,879 | $167,484-30.8% | $151,611-23.6% | $134,475-13.8% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -13.85% | 7.80%-21.7pp | 3.33%-17.2pp | 417.96%-431.8pp |
| Employer contribution / active EE | $3,349 | $6,829-51.0% | $6,166-45.7% | $4,740-29.3% |
| Participant deferral / active EE | $7,873 | $8,986-12.4% | $8,363-5.9% | $6,400+23.0% |
| Admin fee / account holder | $20,951 | $13,783+52.0% | $11,616+80.4% | $11,426+83.4% |