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 | $165,357 | $167,503-1.3% | $151,627+9.1% | $134,493+22.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.64% | 7.80%-27.4pp | 3.33%-23.0pp | 418.01%-437.7pp |
| Employer contribution / active EE | $6,169 | $6,829-9.7% | $6,166+0.1% | $4,740+30.2% |
| Participant deferral / active EE | $12,167 | $8,985+35.4% | $8,363+45.5% | $6,400+90.1% |
| Admin fee / account holder | $741 | $13,777-94.6% | $11,612-93.6% | $11,425-93.5% |