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 5-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 | $84,551 | $140,588-39.9% | $123,104-31.3% | $125,391-32.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.01% | 16.80%-19.8pp | 13.22%-16.2pp | 282.22%-285.2pp |
| Employer contribution / active EE | $7,527 | $6,041+24.6% | $5,151+46.1% | $4,866+54.7% |
| Participant deferral / active EE | $9,152 | $6,980+31.1% | $6,230+46.9% | $5,352+71.0% |
| Admin fee / account holder | $2,268 | $11,198-79.7% | $9,015-74.8% | $9,540-76.2% |