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 | $81,157 | $100,754-19.5% | $86,677-6.4% | $134,475-39.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.48% | 29.04%-46.5pp | 35.91%-53.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,896 | $3,489-45.7% | $2,836-33.2% | $4,740-60.0% |
| Participant deferral / active EE | $3,535 | $5,338-33.8% | $4,656-24.1% | $6,400-44.8% |
| Admin fee / account holder | $1,000 | $10,926-90.8% | $7,493-86.7% | $11,426-91.2% |