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 | $36,877 | $49,177-25.0% | $79,464-53.6% | $64,186-42.5% |
| Participation rate | 94.0% | 65.0%+29.0pp | 73.3%+20.7pp | 69.6%+24.5pp |
| Annual return | -0.44% | -1.16%+0.7pp | 718.14%-718.6pp | 7.63%-8.1pp |
| Employer contribution / active EE | $2,919 | $2,076+40.6% | $2,800+4.2% | $2,381+22.6% |
| Participant deferral / active EE | $1,304 | $2,821-53.8% | $3,704-64.8% | $3,470-62.4% |
| Admin fee / account holder | $306 | $3,839-92.0% | $5,113-94.0% | $4,888-93.7% |