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 | $95,480 | $113,935-16.2% | $94,224+1.3% | $125,391-23.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.95% | 5.29%-4.3pp | 10.68%-9.7pp | 282.22%-281.3pp |
| Employer contribution / active EE | $3,284 | $4,727-30.5% | $3,587-8.4% | $4,866-32.5% |
| Participant deferral / active EE | $9,536 | $5,179+84.1% | $4,320+120.7% | $5,352+78.2% |
| Admin fee / account holder | $315 | $8,391-96.2% | $6,269-95.0% | $9,540-96.7% |