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 | $214,263 | $147,167+45.6% | $111,392+92.4% | $135,375+58.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -8.17% | -4.44%-3.7pp | -2.06%-6.1pp | 519.73%-527.9pp |
| Employer contribution / active EE | $4,436 | $5,204-14.8% | $4,328+2.5% | $4,779-7.2% |
| Participant deferral / active EE | $6,322 | $6,565-3.7% | $5,567+13.6% | $5,609+12.7% |
| Admin fee / account holder | $6,140 | $20,270-69.7% | $12,266-49.9% | $10,827-43.3% |