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 | $23,348 | $54,350-57.0% | $82,719-71.8% | $68,494-65.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -18.30% | -13.67%-4.6pp | 701.18%-719.5pp | -7.84%-10.5pp |
| Employer contribution / active EE | $2,722 | $2,218+22.7% | $3,009-9.5% | $2,596+4.8% |
| Participant deferral / active EE | $4,573 | $3,246+40.9% | $4,395+4.1% | $4,027+13.6% |
| Admin fee / account holder | $1,951 | $4,395-55.6% | $5,329-63.4% | $5,403-63.9% |