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 | $80,631 | $99,032-18.6% | $80,019+0.8% | $135,375-40.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -4.43% | 15.39%-19.8pp | 11.22%-15.6pp | 519.73%-524.2pp |
| Employer contribution / active EE | $2,391 | $3,043-21.4% | $2,468-3.1% | $4,779-50.0% |
| Participant deferral / active EE | $3,391 | $4,282-20.8% | $3,686-8.0% | $5,609-39.5% |
| Admin fee / account holder | $1,046 | $10,436-90.0% | $6,521-84.0% | $10,827-90.3% |