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 | $112,731 | $147,167-23.4% | $111,392+1.2% | $135,375-16.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -4.55% | -4.44%-0.1pp | -2.06%-2.5pp | 519.73%-524.3pp |
| Employer contribution / active EE | $5,352 | $5,204+2.9% | $4,328+23.7% | $4,779+12.0% |
| Participant deferral / active EE | $4,670 | $6,565-28.9% | $5,567-16.1% | $5,609-16.7% |
| Admin fee / account holder | $12,320 | $20,270-39.2% | $12,266+0.4% | $10,827+13.8% |