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 | $136,696 | $167,484-18.4% | $151,611-9.8% | $134,475+1.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -6.99% | 7.80%-14.8pp | 3.33%-10.3pp | 417.96%-425.0pp |
| Employer contribution / active EE | $15,396 | $6,829+125.5% | $6,166+149.7% | $4,740+224.8% |
| Participant deferral / active EE | $19,772 | $8,986+120.0% | $8,363+136.4% | $6,400+208.9% |
| Admin fee / account holder | $8,930 | $13,783-35.2% | $11,616-23.1% | $11,426-21.8% |