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 | $53,928 | $95,862-43.7% | $79,550-32.2% | $134,475-59.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.40% | -2.69%-14.7pp | 0.16%-17.6pp | 417.96%-435.4pp |
| Employer contribution / active EE | $7,972 | $3,128+154.8% | $2,413+230.4% | $4,740+68.2% |
| Participant deferral / active EE | $3,733 | $4,693-20.5% | $3,985-6.3% | $6,400-41.7% |
| Admin fee / account holder | $4,341 | $9,126-52.4% | $6,832-36.5% | $11,426-62.0% |