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 4-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 | $126,737 | $142,344-11.0% | $119,609+6.0% | $134,475-5.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -11.00% | -12.44%+1.4pp | -14.97%+4.0pp | 417.96%-429.0pp |
| Employer contribution / active EE | $33,228 | $5,222+536.3% | $4,232+685.2% | $4,740+601.1% |
| Participant deferral / active EE | $10,720 | $6,469+65.7% | $5,602+91.4% | $6,400+67.5% |
| Admin fee / account holder | $210,335 | $13,584+1448.4% | $10,323+1937.5% | $11,426+1740.9% |