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 | $125,620 | $167,307-24.9% | $143,757-12.6% | $134,475-6.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.19% | 0.46%-19.7pp | -0.04%-19.1pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,059 | $5,619-63.4% | $4,951-58.4% | $4,740-56.6% |
| Participant deferral / active EE | $7,251 | $6,446+12.5% | $5,637+28.6% | $6,400+13.3% |
| Admin fee / account holder | $6,886 | $18,088-61.9% | $14,673-53.1% | $11,426-39.7% |