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 | $176,360 | $167,307+5.4% | $143,757+22.7% | $134,475+31.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.01% | 0.46%-14.5pp | -0.04%-14.0pp | 417.96%-432.0pp |
| Employer contribution / active EE | $10,493 | $5,619+86.7% | $4,951+111.9% | $4,740+121.4% |
| Participant deferral / active EE | $2,660 | $6,446-58.7% | $5,637-52.8% | $6,400-58.4% |
| Admin fee / account holder | $870 | $18,088-95.2% | $14,673-94.1% | $11,426-92.4% |