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 | $133,675 | $90,519+47.7% | $93,789+42.5% | $134,475-0.6% |
| Participation rate | 94.1% | 82.0%+12.2pp | 81.0%+13.2pp | 81.2%+12.9pp |
| Annual return | -18.11% | -15.72%-2.4pp | -11.33%-6.8pp | 417.96%-436.1pp |
| Employer contribution / active EE | $0 | $4,343-100.0% | $4,323-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $13,068 | $5,978+118.6% | $6,094+114.4% | $6,400+104.2% |
| Admin fee / account holder | $1,308 | $9,252-85.9% | $7,195-81.8% | $11,426-88.6% |