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 | $137,900 | $154,117-10.5% | $129,995+6.1% | $139,434-1.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.43% | 32.48%-19.0pp | -137.18%+150.6pp | 372.94%-359.5pp |
| Employer contribution / active EE | $4,332 | $5,289-18.1% | $4,320+0.3% | $4,751-8.8% |
| Participant deferral / active EE | $7,918 | $6,710+18.0% | $5,820+36.1% | $6,710+18.0% |
| Admin fee / account holder | $4,015 | $14,007-71.3% | $10,614-62.2% | $11,403-64.8% |