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 | $80,490 | $85,790-6.2% | $67,313+19.6% | $135,375-40.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.42% | -0.54%-6.9pp | -4.08%-3.3pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,694 | $3,487-51.4% | $2,566-34.0% | $4,779-64.6% |
| Participant deferral / active EE | $4,632 | $4,651-0.4% | $3,568+29.8% | $5,609-17.4% |
| Admin fee / account holder | $921 | $6,392-85.6% | $4,507-79.6% | $10,827-91.5% |