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 | $63,161 | $100,754-37.3% | $86,677-27.1% | $134,475-53.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.95% | 29.04%-44.0pp | 35.91%-50.9pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,678 | $3,489-51.9% | $2,836-40.8% | $4,740-64.6% |
| Participant deferral / active EE | $8,133 | $5,338+52.4% | $4,656+74.7% | $6,400+27.1% |
| Admin fee / account holder | $42,271 | $10,926+286.9% | $7,493+464.1% | $11,426+270.0% |