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 | $78,745 | $142,344-44.7% | $119,609-34.2% | $134,475-41.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 0.17% | -12.44%+12.6pp | -14.97%+15.1pp | 417.96%-417.8pp |
| Employer contribution / active EE | $10,896 | $5,222+108.7% | $4,232+157.5% | $4,740+129.9% |
| Participant deferral / active EE | $4,208 | $6,469-35.0% | $5,602-24.9% | $6,400-34.3% |
| Admin fee / account holder | $1,424 | $13,584-89.5% | $10,323-86.2% | $11,426-87.5% |