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 | $112,378 | $167,307-32.8% | $143,757-21.8% | $134,475-16.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.24% | 0.46%-16.7pp | -0.04%-16.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,666 | $5,619-52.6% | $4,951-46.2% | $4,740-43.8% |
| Participant deferral / active EE | $7,419 | $6,446+15.1% | $5,637+31.6% | $6,400+15.9% |
| Admin fee / account holder | $4,673 | $18,088-74.2% | $14,673-68.2% | $11,426-59.1% |