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 3-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 | $122,514 | $167,484-26.9% | $151,611-19.2% | $134,475-8.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.65% | 7.80%-17.5pp | 3.33%-13.0pp | 417.96%-427.6pp |
| Employer contribution / active EE | $2,948 | $6,829-56.8% | $6,166-52.2% | $4,740-37.8% |
| Participant deferral / active EE | $14,218 | $8,986+58.2% | $8,363+70.0% | $6,400+122.2% |
| Admin fee / account holder | $3,328 | $13,783-75.9% | $11,616-71.4% | $11,426-70.9% |