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 | $230,740 | $147,167+56.8% | $111,392+107.1% | $135,375+70.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -7.04% | -4.44%-2.6pp | -2.06%-5.0pp | 519.73%-526.8pp |
| Employer contribution / active EE | $6,585 | $5,204+26.5% | $4,328+52.2% | $4,779+37.8% |
| Participant deferral / active EE | $6,502 | $6,565-0.9% | $5,567+16.8% | $5,609+15.9% |
| Admin fee / account holder | $6,299 | $20,270-68.9% | $12,266-48.6% | $10,827-41.8% |