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 | $122,094 | $167,484-27.1% | $151,611-19.5% | $134,475-9.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.02% | 7.80%-16.8pp | 3.33%-12.3pp | 417.96%-427.0pp |
| Employer contribution / active EE | $8,844 | $6,829+29.5% | $6,166+43.4% | $4,740+86.6% |
| Participant deferral / active EE | $10,403 | $8,986+15.8% | $8,363+24.4% | $6,400+62.6% |
| Admin fee / account holder | $746 | $13,783-94.6% | $11,616-93.6% | $11,426-93.5% |