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 | $121,792 | $95,862+27.0% | $79,550+53.1% | $134,475-9.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.71% | -2.69%-13.0pp | 0.16%-15.9pp | 417.96%-433.7pp |
| Employer contribution / active EE | $6,828 | $3,128+118.3% | $2,413+183.0% | $4,740+44.1% |
| Participant deferral / active EE | $3,022 | $4,693-35.6% | $3,985-24.2% | $6,400-52.8% |
| Admin fee / account holder | $2,328 | $9,126-74.5% | $6,832-65.9% | $11,426-79.6% |