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 | $69,443 | $100,754-31.1% | $86,677-19.9% | $134,475-48.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -5.06% | 29.04%-34.1pp | 35.91%-41.0pp | 417.96%-423.0pp |
| Employer contribution / active EE | $1,784 | $3,489-48.9% | $2,836-37.1% | $4,740-62.4% |
| Participant deferral / active EE | $3,738 | $5,338-30.0% | $4,656-19.7% | $6,400-41.6% |
| Admin fee / account holder | $546 | $10,926-95.0% | $7,493-92.7% | $11,426-95.2% |