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 | $63,739 | $77,813-18.1% | $123,544-48.4% | $64,186-0.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.15% | 12.48%-19.6pp | 119.20%-126.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $878 | $3,014-70.9% | $4,628-81.0% | $2,381-63.1% |
| Participant deferral / active EE | $8,006 | $5,240+52.8% | $6,426+24.6% | $3,470+130.8% |
| Admin fee / account holder | $5,083 | $5,519-7.9% | $9,284-45.2% | $4,888+4.0% |