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 | $133,923 | $142,344-5.9% | $119,609+12.0% | $134,475-0.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.02% | -12.44%-0.6pp | -14.97%+2.0pp | 417.96%-431.0pp |
| Employer contribution / active EE | $2,612 | $5,222-50.0% | $4,232-38.3% | $4,740-44.9% |
| Participant deferral / active EE | $11,333 | $6,469+75.2% | $5,602+102.3% | $6,400+77.1% |
| Admin fee / account holder | $698 | $13,584-94.9% | $10,323-93.2% | $11,426-93.9% |