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 | $106,128 | $211,958-49.9% | $169,463-37.4% | $135,375-21.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.48% | 3.26%-8.7pp | 1.83%-7.3pp | 519.73%-525.2pp |
| Employer contribution / active EE | $3,533 | $5,120-31.0% | $4,159-15.1% | $4,779-26.1% |
| Participant deferral / active EE | $7,845 | $6,075+29.1% | $5,277+48.7% | $5,609+39.9% |
| Admin fee / account holder | $4,434 | $11,471-61.3% | $9,109-51.3% | $10,827-59.1% |