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 | $101,111 | $97,044+4.2% | $83,333+21.3% | $135,375-25.3% |
| Participation rate | 81.0% | 80.4%+0.5pp | 77.8%+3.2pp | 82.6%-1.7pp |
| Annual return | -6.71% | 12.31%-19.0pp | 10.63%-17.3pp | 519.73%-526.4pp |
| Employer contribution / active EE | $3,731 | $4,143-9.9% | $3,379+10.4% | $4,779-21.9% |
| Participant deferral / active EE | $9,079 | $5,964+52.2% | $5,565+63.1% | $5,609+61.9% |
| Admin fee / account holder | $3,985 | $8,380-52.4% | $7,510-46.9% | $10,827-63.2% |