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 | $78,386 | $211,958-63.0% | $169,463-53.7% | $135,375-42.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.24% | 3.26%-8.5pp | 1.83%-7.1pp | 519.73%-525.0pp |
| Employer contribution / active EE | $6,296 | $5,120+23.0% | $4,159+51.4% | $4,779+31.7% |
| Participant deferral / active EE | $6,786 | $6,075+11.7% | $5,277+28.6% | $5,609+21.0% |
| Admin fee / account holder | $2,727 | $11,471-76.2% | $9,109-70.1% | $10,827-74.8% |