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 | $78,882 | $97,881-19.4% | $80,004-1.4% | $125,391-37.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -1.36% | 9.36%-10.7pp | 7.63%-9.0pp | 282.22%-283.6pp |
| Employer contribution / active EE | $1,721 | $3,128-45.0% | $2,473-30.4% | $4,866-64.6% |
| Participant deferral / active EE | $7,894 | $3,744+110.8% | $3,204+146.4% | $5,352+47.5% |
| Admin fee / account holder | $848 | $6,278-86.5% | $5,033-83.2% | $9,540-91.1% |