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 | $139,958 | $167,307-16.3% | $143,757-2.6% | $134,475+4.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.89% | 0.46%-20.4pp | -0.04%-19.8pp | 417.96%-437.9pp |
| Employer contribution / active EE | $6,233 | $5,619+10.9% | $4,951+25.9% | $4,740+31.5% |
| Participant deferral / active EE | $4,527 | $6,446-29.8% | $5,637-19.7% | $6,400-29.3% |
| Admin fee / account holder | $1,519 | $18,088-91.6% | $14,673-89.7% | $11,426-86.7% |