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 | $32,131 | $54,229-40.7% | $70,092-54.2% | $68,494-53.1% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -14.97% | -13.87%-1.1pp | 190.73%-205.7pp | -7.84%-7.1pp |
| Employer contribution / active EE | $2,610 | $2,018+29.3% | $2,559+2.0% | $2,596+0.5% |
| Participant deferral / active EE | $2,366 | $2,956-20.0% | $3,849-38.5% | $4,027-41.3% |
| Admin fee / account holder | $2,914 | $4,694-37.9% | $6,267-53.5% | $5,403-46.1% |