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 | $57,343 | $82,664-30.6% | $125,339-54.2% | $68,494-16.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.81% | -5.97%-11.8pp | 572.05%-589.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,545 | $3,381-24.7% | $4,814-47.1% | $2,596-2.0% |
| Participant deferral / active EE | $7,450 | $6,110+21.9% | $7,4460% | $4,027+85.0% |
| Admin fee / account holder | $2,265 | $6,275-63.9% | $10,010-77.4% | $5,403-58.1% |