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 | $101,834 | $110,094-7.5% | $151,611-32.8% | $68,494+48.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -17.72% | -10.12%-7.6pp | 3.33%-21.0pp | -7.84%-9.9pp |
| Employer contribution / active EE | $5,065 | $4,471+13.3% | $6,166-17.9% | $2,596+95.1% |
| Participant deferral / active EE | $9,559 | $6,527+46.4% | $8,363+14.3% | $4,027+137.4% |
| Admin fee / account holder | $3,974 | $7,719-48.5% | $11,616-65.8% | $5,403-26.4% |