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 | $159,865 | $167,307-4.4% | $143,757+11.2% | $134,475+18.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.39% | 0.46%-16.8pp | -0.04%-16.3pp | 417.96%-434.4pp |
| Employer contribution / active EE | $7,983 | $5,619+42.1% | $4,951+61.3% | $4,740+68.4% |
| Participant deferral / active EE | $8,944 | $6,446+38.8% | $5,637+58.7% | $6,400+39.8% |
| Admin fee / account holder | $6,362 | $18,088-64.8% | $14,673-56.6% | $11,426-44.3% |