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 | $164,204 | $142,344+15.4% | $119,609+37.3% | $134,475+22.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.21% | -12.44%-0.8pp | -14.97%+1.8pp | 417.96%-431.2pp |
| Employer contribution / active EE | $1,109 | $5,222-78.8% | $4,232-73.8% | $4,740-76.6% |
| Participant deferral / active EE | $3,321 | $6,469-48.7% | $5,602-40.7% | $6,400-48.1% |
| Admin fee / account holder | $3,389 | $13,584-75.1% | $10,323-67.2% | $11,426-70.3% |