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 | $137,361 | $140,588-2.3% | $123,104+11.6% | $125,391+9.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.87% | 16.80%-15.9pp | 13.22%-12.3pp | 282.22%-281.4pp |
| Employer contribution / active EE | $4,058 | $6,041-32.8% | $5,151-21.2% | $4,866-16.6% |
| Participant deferral / active EE | $4,058 | $6,980-41.9% | $6,230-34.9% | $5,352-24.2% |
| Admin fee / account holder | $960 | $11,198-91.4% | $9,015-89.4% | $9,540-89.9% |