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 | $64,315 | $73,867-12.9% | $143,757-55.3% | $68,494-6.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.89% | 1.01%-19.9pp | -0.04%-18.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $2,164 | $3,184-32.0% | $4,951-56.3% | $2,596-16.6% |
| Participant deferral / active EE | $4,349 | $3,384+28.5% | $5,637-22.8% | $4,027+8.0% |
| Admin fee / account holder | $649 | $5,755-88.7% | $14,673-95.6% | $5,403-88.0% |