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 | $156,581 | $167,484-6.5% | $151,611+3.3% | $134,475+16.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.18% | 7.80%-21.0pp | 3.33%-16.5pp | 417.96%-431.1pp |
| Employer contribution / active EE | $11,460 | $6,829+67.8% | $6,166+85.9% | $4,740+141.8% |
| Participant deferral / active EE | $11,320 | $8,986+26.0% | $8,363+35.4% | $6,400+76.9% |
| Admin fee / account holder | $2,493 | $13,783-81.9% | $11,616-78.5% | $11,426-78.2% |