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 | $134,059 | $142,344-5.8% | $119,609+12.1% | $134,475-0.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -2.43% | -12.44%+10.0pp | -14.97%+12.5pp | 417.96%-420.4pp |
| Employer contribution / active EE | $1,672 | $5,222-68.0% | $4,232-60.5% | $4,740-64.7% |
| Participant deferral / active EE | $16,070 | $6,469+148.4% | $5,602+186.9% | $6,400+151.1% |
| Admin fee / account holder | $1,896 | $13,584-86.0% | $10,323-81.6% | $11,426-83.4% |