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 | $49,919 | $87,540-43.0% | $75,781-34.1% | $125,391-60.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.71% | 13.48%-16.2pp | 9.68%-12.4pp | 282.22%-284.9pp |
| Employer contribution / active EE | $10,198 | $3,930+159.5% | $3,323+206.9% | $4,866+109.6% |
| Participant deferral / active EE | $16,098 | $4,229+280.7% | $3,651+340.9% | $5,352+200.8% |
| Admin fee / account holder | $350 | $6,502-94.6% | $5,299-93.4% | $9,540-96.3% |