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 | $100,025 | $211,958-52.8% | $169,463-41.0% | $135,375-26.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.36% | 3.26%-10.6pp | 1.83%-9.2pp | 519.73%-527.1pp |
| Employer contribution / active EE | $984 | $5,120-80.8% | $4,159-76.3% | $4,779-79.4% |
| Participant deferral / active EE | $3,043 | $6,075-49.9% | $5,277-42.3% | $5,609-45.7% |
| Admin fee / account holder | $627 | $11,471-94.5% | $9,109-93.1% | $10,827-94.2% |