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 | $101,874 | $167,484-39.2% | $151,611-32.8% | $134,475-24.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.97% | 7.80%-19.8pp | 3.33%-15.3pp | 417.96%-429.9pp |
| Employer contribution / active EE | $1,505 | $6,829-78.0% | $6,166-75.6% | $4,740-68.3% |
| Participant deferral / active EE | $6,961 | $8,986-22.5% | $8,363-16.8% | $6,400+8.8% |
| Admin fee / account holder | $79,374 | $13,783+475.9% | $11,616+583.3% | $11,426+594.7% |