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 | $47,683 | $99,032-51.9% | $80,019-40.4% | $135,375-64.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -8.69% | 15.39%-24.1pp | 11.22%-19.9pp | 519.73%-528.4pp |
| Employer contribution / active EE | $2,991 | $3,043-1.7% | $2,468+21.2% | $4,779-37.4% |
| Participant deferral / active EE | $8,348 | $4,282+94.9% | $3,686+126.5% | $5,609+48.8% |
| Admin fee / account holder | $771 | $10,436-92.6% | $6,521-88.2% | $10,827-92.9% |