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 | $115,977 | $127,100-8.8% | $105,738+9.7% | $135,375-14.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -5.60% | 4.49%-10.1pp | 6.27%-11.9pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,157 | $4,107-71.8% | $3,268-64.6% | $4,779-75.8% |
| Participant deferral / active EE | $3,544 | $5,064-30.0% | $4,080-13.1% | $5,609-36.8% |
| Admin fee / account holder | $5,649 | $9,087-37.8% | $6,913-18.3% | $10,827-47.8% |