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 | $159,312 | $211,958-24.8% | $169,463-6.0% | $135,375+17.7% |
| Participation rate | 83.3% | 82.6%+0.7pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -8.38% | 3.26%-11.6pp | 1.83%-10.2pp | 519.73%-528.1pp |
| Employer contribution / active EE | $4,067 | $5,120-20.6% | $4,159-2.2% | $4,779-14.9% |
| Participant deferral / active EE | $7,837 | $6,075+29.0% | $5,277+48.5% | $5,609+39.7% |
| Admin fee / account holder | $5,869 | $11,471-48.8% | $9,109-35.6% | $10,827-45.8% |