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 | $102,413 | $90,590+13.1% | $90,782+12.8% | $135,375-24.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -2.93% | -3.40%+0.5pp | -3.42%+0.5pp | 519.73%-522.7pp |
| Employer contribution / active EE | $5,745 | $4,352+32.0% | $4,105+39.9% | $4,779+20.2% |
| Participant deferral / active EE | $3,041 | $5,407-43.8% | $5,366-43.3% | $5,609-45.8% |
| Admin fee / account holder | $2,330 | $7,683-69.7% | $5,908-60.6% | $10,827-78.5% |