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 | $126,768 | $133,958-5.4% | $112,228+13.0% | $134,475-5.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.70% | 47.11%-59.8pp | 27.45%-40.1pp | 417.96%-430.7pp |
| Employer contribution / active EE | $3,750 | $4,038-7.1% | $3,635+3.2% | $4,740-20.9% |
| Participant deferral / active EE | $5,675 | $5,291+7.3% | $4,728+20.0% | $6,400-11.3% |
| Admin fee / account holder | $1,782 | $7,489-76.2% | $6,410-72.2% | $11,426-84.4% |