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 | $63,460 | $95,193-33.3% | $76,523-17.1% | $135,375-53.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -4.93% | 4.85%-9.8pp | -0.27%-4.7pp | 519.73%-524.7pp |
| Employer contribution / active EE | $5,514 | $3,302+67.0% | $2,647+108.3% | $4,779+15.4% |
| Participant deferral / active EE | $8,653 | $4,639+86.5% | $3,835+125.6% | $5,609+54.3% |
| Admin fee / account holder | $11,759 | $6,249+88.2% | $4,848+142.5% | $10,827+8.6% |