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 | $80,830 | $90,590-10.8% | $90,782-11.0% | $135,375-40.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -5.34% | -3.40%-1.9pp | -3.42%-1.9pp | 519.73%-525.1pp |
| Employer contribution / active EE | $3,779 | $4,352-13.2% | $4,105-8.0% | $4,779-20.9% |
| Participant deferral / active EE | $3,453 | $5,407-36.1% | $5,366-35.7% | $5,609-38.4% |
| Admin fee / account holder | $7,162 | $7,683-6.8% | $5,908+21.2% | $10,827-33.9% |