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 9-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 | $147,163 | $167,307-12.0% | $143,757+2.4% | $134,475+9.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.41% | 0.46%-11.9pp | -0.04%-11.4pp | 417.96%-429.4pp |
| Employer contribution / active EE | $7,362 | $5,619+31.0% | $4,951+48.7% | $4,740+55.3% |
| Participant deferral / active EE | $8,684 | $6,446+34.7% | $5,637+54.1% | $6,400+35.7% |
| Admin fee / account holder | $1,305 | $18,088-92.8% | $14,673-91.1% | $11,426-88.6% |