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 | $33,313 | $73,867-54.9% | $143,757-76.8% | $68,494-51.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.04% | 1.01%-18.1pp | -0.04%-17.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,543 | $3,184-20.1% | $4,951-48.6% | $2,596-2.1% |
| Participant deferral / active EE | $5,782 | $3,384+70.8% | $5,637+2.6% | $4,027+43.6% |
| Admin fee / account holder | $1,824 | $5,755-68.3% | $14,673-87.6% | $5,403-66.2% |