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 | $60,622 | $107,791-43.8% | $90,645-33.1% | $135,375-55.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -4.08% | -0.90%-3.2pp | 1.88%-6.0pp | 519.73%-523.8pp |
| Employer contribution / active EE | $4,255 | $3,018+41.0% | $2,532+68.1% | $4,779-11.0% |
| Participant deferral / active EE | $4,936 | $3,872+27.5% | $3,425+44.1% | $5,609-12.0% |
| Admin fee / account holder | $526 | $5,930-91.1% | $4,994-89.5% | $10,827-95.1% |