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 | $116,723 | $167,307-30.2% | $143,757-18.8% | $134,475-13.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.32% | 0.46%-10.8pp | -0.04%-10.3pp | 417.96%-428.3pp |
| Employer contribution / active EE | $9,283 | $5,619+65.2% | $4,951+87.5% | $4,740+95.9% |
| Participant deferral / active EE | $4,761 | $6,446-26.1% | $5,637-15.5% | $6,400-25.6% |
| Admin fee / account holder | $2,405 | $18,088-86.7% | $14,673-83.6% | $11,426-79.0% |