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 | $148,272 | $167,307-11.4% | $143,757+3.1% | $134,475+10.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.17% | 0.46%-18.6pp | -0.04%-18.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,048 | $5,619-63.5% | $4,951-58.6% | $4,740-56.8% |
| Participant deferral / active EE | $21,875 | $6,446+239.4% | $5,637+288.1% | $6,400+241.8% |
| Admin fee / account holder | $469 | $18,088-97.4% | $14,673-96.8% | $11,426-95.9% |