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 | $142,198 | $167,307-15.0% | $143,757-1.1% | $134,475+5.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.39% | 0.46%-9.9pp | -0.04%-9.4pp | 417.96%-427.4pp |
| Employer contribution / active EE | $5,884 | $5,619+4.7% | $4,951+18.8% | $4,740+24.1% |
| Participant deferral / active EE | $11,191 | $6,446+73.6% | $5,637+98.5% | $6,400+74.9% |
| Admin fee / account holder | $1,438 | $18,088-92.0% | $14,673-90.2% | $11,426-87.4% |