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 | $109,827 | $105,860+3.7% | $90,749+21.0% | $134,475-18.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -10.81% | -11.01%+0.2pp | -12.16%+1.4pp | 417.96%-428.8pp |
| Employer contribution / active EE | $1,369 | $3,462-60.5% | $2,921-53.1% | $4,740-71.1% |
| Participant deferral / active EE | $4,626 | $5,216-11.3% | $4,564+1.4% | $6,400-27.7% |
| Admin fee / account holder | $7,646 | $13,938-45.1% | $8,445-9.5% | $11,426-33.1% |