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 | $166,069 | $211,958-21.6% | $169,463-2.0% | $135,375+22.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.94% | 3.26%-8.2pp | 1.83%-6.8pp | 519.73%-524.7pp |
| Employer contribution / active EE | $7,956 | $5,120+55.4% | $4,159+91.3% | $4,779+66.5% |
| Participant deferral / active EE | $4,622 | $6,075-23.9% | $5,277-12.4% | $5,609-17.6% |
| Admin fee / account holder | $3,282 | $11,471-71.4% | $9,109-64.0% | $10,827-69.7% |