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 | $126,388 | $211,958-40.4% | $169,463-25.4% | $135,375-6.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.22% | 3.26%-11.5pp | 1.83%-10.0pp | 519.73%-527.9pp |
| Employer contribution / active EE | $2,501 | $5,120-51.2% | $4,159-39.9% | $4,779-47.7% |
| Participant deferral / active EE | $5,529 | $6,075-9.0% | $5,277+4.8% | $5,609-1.4% |
| Admin fee / account holder | $2,617 | $11,471-77.2% | $9,109-71.3% | $10,827-75.8% |