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 | $68,951 | $72,404-4.8% | $110,238-37.5% | $64,186+7.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -1.47% | -6.29%+4.8pp | 314.74%-316.2pp | 7.63%-9.1pp |
| Employer contribution / active EE | $1,796 | $2,282-21.3% | $3,826-53.1% | $2,381-24.5% |
| Participant deferral / active EE | $3,811 | $3,469+9.9% | $4,672-18.4% | $3,470+9.8% |
| Admin fee / account holder | $2,259 | $5,664-60.1% | $8,547-73.6% | $4,888-53.8% |