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 | $42,011 | $73,102-42.5% | $123,544-66.0% | $56,287-25.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -5.35% | 3.01%-8.4pp | 119.20%-124.5pp | -9.96%+4.6pp |
| Employer contribution / active EE | $3,412 | $2,977+14.6% | $4,628-26.3% | $2,111+61.6% |
| Participant deferral / active EE | $6,394 | $5,423+17.9% | $6,426-0.5% | $3,350+90.9% |
| Admin fee / account holder | $1,817 | $554+228.2% | $9,284-80.4% | $521+248.9% |