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 | $48,618 | $69,518-30.1% | $59,878-18.8% | $135,375-64.1% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.7%-3.3pp | 82.6%-11.2pp |
| Annual return | -7.30% | 7.94%-15.2pp | 3.46%-10.8pp | 519.73%-527.0pp |
| Employer contribution / active EE | $8,663 | $3,235+167.8% | $2,722+218.3% | $4,779+81.3% |
| Participant deferral / active EE | $9,065 | $4,206+115.5% | $3,402+166.5% | $5,609+61.6% |
| Admin fee / account holder | $3,268 | $5,734-43.0% | $3,590-9.0% | $10,827-69.8% |