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 | $40,617 | $90,519-55.1% | $93,789-56.7% | $134,475-69.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -15.46% | -15.72%+0.3pp | -11.33%-4.1pp | 417.96%-433.4pp |
| Employer contribution / active EE | $3,113 | $4,343-28.3% | $4,323-28.0% | $4,740-34.3% |
| Participant deferral / active EE | $4,485 | $5,978-25.0% | $6,094-26.4% | $6,400-29.9% |
| Admin fee / account holder | $359 | $9,252-96.1% | $7,195-95.0% | $11,426-96.9% |