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 | $53,699 | $79,633-32.6% | $93,789-42.7% | $68,494-21.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | -17.25% | -0.10%-17.1pp | -11.33%-5.9pp | -7.84%-9.4pp |
| Employer contribution / active EE | $6,205 | $3,665+69.3% | $4,323+43.5% | $2,596+139.0% |
| Participant deferral / active EE | $7,648 | $5,158+48.3% | $6,094+25.5% | $4,027+89.9% |
| Admin fee / account holder | $6,377 | $6,871-7.2% | $7,195-11.4% | $5,403+18.0% |