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 | $44,156 | $59,805-26.2% | $79,550-44.5% | $68,494-35.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -15.25% | -12.30%-2.9pp | 0.16%-15.4pp | -7.84%-7.4pp |
| Employer contribution / active EE | $6,117 | $1,505+306.4% | $2,413+153.5% | $2,596+135.6% |
| Participant deferral / active EE | $6,521 | $3,024+115.6% | $3,985+63.6% | $4,027+61.9% |
| Admin fee / account holder | $2,174 | $4,835-55.0% | $6,832-68.2% | $5,403-59.8% |