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 | $78,908 | $73,867+6.8% | $143,757-45.1% | $68,494+15.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.52% | 1.01%-15.5pp | -0.04%-14.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,192 | $3,184-31.2% | $4,951-55.7% | $2,596-15.6% |
| Participant deferral / active EE | $4,863 | $3,384+43.7% | $5,637-13.7% | $4,027+20.7% |
| Admin fee / account holder | $754 | $5,755-86.9% | $14,673-94.9% | $5,403-86.0% |