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 | $61,227 | $72,404-15.4% | $110,238-44.5% | $64,186-4.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -5.55% | -6.29%+0.7pp | 314.74%-320.3pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,186 | $2,282-48.0% | $3,826-69.0% | $2,381-50.2% |
| Participant deferral / active EE | $6,653 | $3,469+91.8% | $4,672+42.4% | $3,470+91.8% |
| Admin fee / account holder | $1,043 | $5,664-81.6% | $8,547-87.8% | $4,888-78.7% |