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 | $120,001 | $73,004+64.4% | $90,749+32.2% | $68,494+75.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | 3.81% | -13.81%+17.6pp | -12.16%+16.0pp | -7.84%+11.7pp |
| Employer contribution / active EE | $1,885 | $2,193-14.0% | $2,921-35.5% | $2,596-27.4% |
| Participant deferral / active EE | $2,713 | $3,627-25.2% | $4,564-40.6% | $4,027-32.6% |
| Admin fee / account holder | $1,375 | $5,896-76.7% | $8,445-83.7% | $5,403-74.5% |