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 4-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 | $134,245 | $167,307-19.8% | $143,757-6.6% | $134,475-0.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.48% | 0.46%-8.9pp | -0.04%-8.4pp | 417.96%-426.4pp |
| Employer contribution / active EE | $1,989 | $5,619-64.6% | $4,951-59.8% | $4,740-58.0% |
| Participant deferral / active EE | $5,307 | $6,446-17.7% | $5,637-5.9% | $6,400-17.1% |
| Admin fee / account holder | $1,199 | $18,088-93.4% | $14,673-91.8% | $11,426-89.5% |