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 | $119,880 | $211,958-43.4% | $169,463-29.3% | $135,375-11.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.56% | 3.26%-9.8pp | 1.83%-8.4pp | 519.73%-526.3pp |
| Employer contribution / active EE | $7,286 | $5,120+42.3% | $4,159+75.2% | $4,779+52.5% |
| Participant deferral / active EE | $5,132 | $6,075-15.5% | $5,277-2.8% | $5,609-8.5% |
| Admin fee / account holder | $548 | $11,471-95.2% | $9,109-94.0% | $10,827-94.9% |