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 | $82,826 | $131,829-37.2% | $108,579-23.7% | $273,961-69.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 12.44% | -91.57%+104.0pp | -51.70%+64.1pp | 41.45%-29.0pp |
| Employer contribution / active EE | $2,330 | $4,912-52.6% | $3,758-38.0% | $4,869-52.2% |
| Participant deferral / active EE | $10,704 | $5,127+108.8% | $4,311+148.3% | $5,287+102.4% |
| Admin fee / account holder | $1,189 | $10,252-88.4% | $7,645-84.5% | $10,132-88.3% |