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 | $163,981 | $167,307-2.0% | $143,757+14.1% | $134,475+21.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.93% | 0.46%-20.4pp | -0.04%-19.9pp | 417.96%-437.9pp |
| Employer contribution / active EE | $10,133 | $5,619+80.3% | $4,951+104.7% | $4,740+113.8% |
| Participant deferral / active EE | $3,821 | $6,446-40.7% | $5,637-32.2% | $6,400-40.3% |
| Admin fee / account holder | $4,643 | $18,088-74.3% | $14,673-68.4% | $11,426-59.4% |