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 | $136,675 | $167,484-18.4% | $151,611-9.9% | $134,475+1.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.93% | 7.80%-18.7pp | 3.33%-14.3pp | 417.96%-428.9pp |
| Employer contribution / active EE | $4,743 | $6,829-30.6% | $6,166-23.1% | $4,740+0.1% |
| Participant deferral / active EE | $20,793 | $8,986+131.4% | $8,363+148.6% | $6,400+224.9% |
| Admin fee / account holder | $1,582 | $13,783-88.5% | $11,616-86.4% | $11,426-86.2% |