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 | $43,907 | $69,518-36.8% | $59,878-26.7% | $135,375-67.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -6.08% | 7.94%-14.0pp | 3.46%-9.5pp | 519.73%-525.8pp |
| Employer contribution / active EE | $6,269 | $3,235+93.8% | $2,722+130.3% | $4,779+31.2% |
| Participant deferral / active EE | $6,138 | $4,206+45.9% | $3,402+80.4% | $5,609+9.4% |
| Admin fee / account holder | $554 | $5,734-90.3% | $3,590-84.6% | $10,827-94.9% |