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 | $28,934 | $127,386-77.3% | $115,037-74.8% | $125,391-76.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.39% | 31.28%-31.7pp | 26.14%-26.5pp | 282.22%-282.6pp |
| Employer contribution / active EE | $1,236 | $5,166-76.1% | $4,608-73.2% | $4,866-74.6% |
| Participant deferral / active EE | $6,219 | $6,423-3.2% | $6,026+3.2% | $5,352+16.2% |
| Admin fee / account holder | $625 | $9,516-93.4% | $8,175-92.4% | $9,540-93.4% |