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 6-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 | $141,910 | $167,307-15.2% | $143,757-1.3% | $134,475+5.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.19% | 0.46%-19.7pp | -0.04%-19.1pp | 417.96%-437.2pp |
| Employer contribution / active EE | $8,366 | $5,619+48.9% | $4,951+69.0% | $4,740+76.5% |
| Participant deferral / active EE | $16,671 | $6,446+158.6% | $5,637+195.7% | $6,400+160.5% |
| Admin fee / account holder | $1,417 | $18,088-92.2% | $14,673-90.3% | $11,426-87.6% |