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 6-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 | $33,309 | $142,344-76.6% | $119,609-72.2% | $134,475-75.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.01% | -12.44%-6.6pp | -14.97%-4.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $3,524 | $5,222-32.5% | $4,232-16.7% | $4,740-25.6% |
| Participant deferral / active EE | $5,078 | $6,469-21.5% | $5,602-9.4% | $6,400-20.7% |
| Admin fee / account holder | $2,767 | $13,584-79.6% | $10,323-73.2% | $11,426-75.8% |