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 | $163,696 | $167,307-2.2% | $143,757+13.9% | $134,475+21.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.62% | 0.46%-19.1pp | -0.04%-18.6pp | 417.96%-436.6pp |
| Employer contribution / active EE | $4,366 | $5,619-22.3% | $4,951-11.8% | $4,740-7.9% |
| Participant deferral / active EE | $6,217 | $6,446-3.6% | $5,637+10.3% | $6,400-2.9% |
| Admin fee / account holder | $1,217 | $18,088-93.3% | $14,673-91.7% | $11,426-89.3% |