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 | $85,531 | $167,307-48.9% | $143,757-40.5% | $134,475-36.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.79% | 0.46%-17.2pp | -0.04%-16.7pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,200 | $5,619-60.8% | $4,951-55.6% | $4,740-53.6% |
| Participant deferral / active EE | $5,814 | $6,446-9.8% | $5,637+3.1% | $6,400-9.2% |
| Admin fee / account holder | $1,161 | $18,088-93.6% | $14,673-92.1% | $11,426-89.8% |