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 | $42,821 | $81,900-47.7% | $119,609-64.2% | $68,494-37.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -13.44% | -23.82%+10.4pp | -14.97%+1.5pp | -7.84%-5.6pp |
| Employer contribution / active EE | $7,351 | $2,693+172.9% | $4,232+73.7% | $2,596+183.1% |
| Participant deferral / active EE | $4,342 | $4,148+4.7% | $5,602-22.5% | $4,027+7.8% |
| Admin fee / account holder | $3,207 | $6,582-51.3% | $10,323-68.9% | $5,403-40.6% |