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 | $52,690 | $167,307-68.5% | $143,757-63.3% | $134,475-60.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.52% | 0.46%-9.0pp | -0.04%-8.5pp | 417.96%-426.5pp |
| Employer contribution / active EE | $2,408 | $5,619-57.1% | $4,951-51.4% | $4,740-49.2% |
| Participant deferral / active EE | $2,448 | $6,446-62.0% | $5,637-56.6% | $6,400-61.7% |
| Admin fee / account holder | $474 | $18,088-97.4% | $14,673-96.8% | $11,426-95.8% |