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 | $93,744 | $158,817-41.0% | $121,196-22.7% | $135,375-30.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -5.79% | -0.64%-5.2pp | 16.93%-22.7pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,027 | $5,665-64.2% | $4,022-49.6% | $4,779-57.6% |
| Participant deferral / active EE | $8,367 | $4,005+108.9% | $3,344+150.2% | $5,609+49.2% |
| Admin fee / account holder | $1,009 | $6,512-84.5% | $5,019-79.9% | $10,827-90.7% |