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 | $128,334 | $167,307-23.3% | $143,757-10.7% | $134,475-4.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.29% | 0.46%-16.8pp | -0.04%-16.2pp | 417.96%-434.3pp |
| Employer contribution / active EE | $4,869 | $5,619-13.3% | $4,951-1.6% | $4,740+2.7% |
| Participant deferral / active EE | $5,330 | $6,446-17.3% | $5,637-5.4% | $6,400-16.7% |
| Admin fee / account holder | $1,573 | $18,088-91.3% | $14,673-89.3% | $11,426-86.2% |