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 | $47,504 | $107,791-55.9% | $90,645-47.6% | $135,375-64.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -7.42% | -0.90%-6.5pp | 1.88%-9.3pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,945 | $3,018-35.5% | $2,532-23.2% | $4,779-59.3% |
| Participant deferral / active EE | $6,147 | $3,872+58.7% | $3,425+79.5% | $5,609+9.6% |
| Admin fee / account holder | $1,813 | $5,930-69.4% | $4,994-63.7% | $10,827-83.3% |