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 | $101,237 | $95,193+6.3% | $76,523+32.3% | $135,375-25.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -2.19% | 4.85%-7.0pp | -0.27%-1.9pp | 519.73%-521.9pp |
| Employer contribution / active EE | $2,250 | $3,302-31.9% | $2,647-15.0% | $4,779-52.9% |
| Participant deferral / active EE | $9,175 | $4,639+97.8% | $3,835+139.2% | $5,609+63.6% |
| Admin fee / account holder | $3,601 | $6,249-42.4% | $4,848-25.7% | $10,827-66.7% |