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 | $99,731 | $99,032+0.7% | $80,019+24.6% | $135,375-26.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -1.22% | 15.39%-16.6pp | 11.22%-12.4pp | 519.73%-521.0pp |
| Employer contribution / active EE | $617 | $3,043-79.7% | $2,468-75.0% | $4,779-87.1% |
| Participant deferral / active EE | $1,946 | $4,282-54.6% | $3,686-47.2% | $5,609-65.3% |
| Admin fee / account holder | $753 | $10,436-92.8% | $6,521-88.5% | $10,827-93.0% |