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 9-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 | $154,487 | $167,307-7.7% | $143,757+7.5% | $134,475+14.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.69% | 0.46%-20.2pp | -0.04%-19.7pp | 417.96%-437.7pp |
| Employer contribution / active EE | $3,783 | $5,619-32.7% | $4,951-23.6% | $4,740-20.2% |
| Participant deferral / active EE | $11,013 | $6,446+70.9% | $5,637+95.4% | $6,400+72.1% |
| Admin fee / account holder | $2,332 | $18,088-87.1% | $14,673-84.1% | $11,426-79.6% |