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 | $64,727 | $105,860-38.9% | $90,749-28.7% | $134,475-51.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -12.34% | -11.01%-1.3pp | -12.16%-0.2pp | 417.96%-430.3pp |
| Employer contribution / active EE | $1,344 | $3,462-61.2% | $2,921-54.0% | $4,740-71.6% |
| Participant deferral / active EE | $1,669 | $5,216-68.0% | $4,564-63.4% | $6,400-73.9% |
| Admin fee / account holder | $2,554 | $13,938-81.7% | $8,445-69.8% | $11,426-77.6% |