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 | $46,716 | $85,790-45.5% | $67,313-30.6% | $135,375-65.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.72% | -0.54%-6.2pp | -4.08%-2.6pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,787 | $3,487-48.8% | $2,566-30.3% | $4,779-62.6% |
| Participant deferral / active EE | $3,460 | $4,651-25.6% | $3,568-3.0% | $5,609-38.3% |
| Admin fee / account holder | $1,774 | $6,392-72.2% | $4,507-60.6% | $10,827-83.6% |