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 | $47,267 | $107,791-56.1% | $90,645-47.9% | $135,375-65.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -8.95% | -0.90%-8.0pp | 1.88%-10.8pp | 519.73%-528.7pp |
| Employer contribution / active EE | $1,692 | $3,018-43.9% | $2,532-33.2% | $4,779-64.6% |
| Participant deferral / active EE | $3,490 | $3,872-9.9% | $3,425+1.9% | $5,609-37.8% |
| Admin fee / account holder | $653 | $5,930-89.0% | $4,994-86.9% | $10,827-94.0% |