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 | $95,271 | $105,860-10.0% | $90,749+5.0% | $134,475-29.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.18% | -11.01%-6.2pp | -12.16%-5.0pp | 417.96%-435.1pp |
| Employer contribution / active EE | $4,057 | $3,462+17.2% | $2,921+38.9% | $4,740-14.4% |
| Participant deferral / active EE | $4,180 | $5,216-19.9% | $4,564-8.4% | $6,400-34.7% |
| Admin fee / account holder | $3,052 | $13,938-78.1% | $8,445-63.9% | $11,426-73.3% |