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 | $171,554 | $167,307+2.5% | $143,757+19.3% | $134,475+27.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.00% | 0.46%-6.5pp | -0.04%-6.0pp | 417.96%-424.0pp |
| Employer contribution / active EE | $1,267 | $5,619-77.4% | $4,951-74.4% | $4,740-73.3% |
| Participant deferral / active EE | $5,100 | $6,446-20.9% | $5,637-9.5% | $6,400-20.3% |
| Admin fee / account holder | $1,028 | $18,088-94.3% | $14,673-93.0% | $11,426-91.0% |