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 | $58,784 | $42,894+37.0% | $60,874-3.4% | $68,494-14.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -14.14% | -13.98%-0.2pp | 16.90%-31.0pp | -7.84%-6.3pp |
| Employer contribution / active EE | $10,596 | $1,978+435.7% | $2,701+292.2% | $2,596+308.1% |
| Participant deferral / active EE | $5,117 | $2,867+78.5% | $3,817+34.1% | $4,027+27.1% |
| Admin fee / account holder | $1,909 | $3,101-38.4% | $3,224-40.8% | $5,403-64.7% |