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 | $87,418 | $142,344-38.6% | $119,609-26.9% | $134,475-35.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.84% | -12.44%-0.4pp | -14.97%+2.1pp | 417.96%-430.8pp |
| Employer contribution / active EE | $8,158 | $5,222+56.2% | $4,232+92.8% | $4,740+72.1% |
| Participant deferral / active EE | $9,020 | $6,469+39.4% | $5,602+61.0% | $6,400+41.0% |
| Admin fee / account holder | $4,084 | $13,584-69.9% | $10,323-60.4% | $11,426-64.3% |