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 | $118,761 | $167,484-29.1% | $151,611-21.7% | $134,475-11.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.49% | 7.80%-27.3pp | 3.33%-22.8pp | 417.96%-437.5pp |
| Employer contribution / active EE | $3,075 | $6,829-55.0% | $6,166-50.1% | $4,740-35.1% |
| Participant deferral / active EE | $11,818 | $8,986+31.5% | $8,363+41.3% | $6,400+84.7% |
| Admin fee / account holder | $4,102 | $13,783-70.2% | $11,616-64.7% | $11,426-64.1% |