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 | $132,097 | $127,100+3.9% | $105,738+24.9% | $135,375-2.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -5.92% | 4.49%-10.4pp | 6.27%-12.2pp | 519.73%-525.7pp |
| Employer contribution / active EE | $3,351 | $4,107-18.4% | $3,268+2.5% | $4,779-29.9% |
| Participant deferral / active EE | $5,129 | $5,064+1.3% | $4,080+25.7% | $5,609-8.6% |
| Admin fee / account holder | $15,828 | $9,087+74.2% | $6,913+129.0% | $10,827+46.2% |