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 | $75,262 | $95,862-21.5% | $79,550-5.4% | $134,475-44.0% |
| Participation rate | 90.0% | 75.0%+15.0pp | 69.5%+20.5pp | 81.2%+8.8pp |
| Annual return | -14.81% | -2.69%-12.1pp | 0.16%-15.0pp | 417.96%-432.8pp |
| Employer contribution / active EE | $3,190 | $3,128+2.0% | $2,413+32.2% | $4,740-32.7% |
| Participant deferral / active EE | $7,034 | $4,693+49.9% | $3,985+76.5% | $6,400+9.9% |
| Admin fee / account holder | $641 | $9,126-93.0% | $6,832-90.6% | $11,426-94.4% |