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 | $51,289 | $105,860-51.5% | $90,749-43.5% | $134,475-61.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.61% | -11.01%-5.6pp | -12.16%-4.4pp | 417.96%-434.6pp |
| Employer contribution / active EE | $3,116 | $3,462-10.0% | $2,921+6.7% | $4,740-34.3% |
| Participant deferral / active EE | $3,977 | $5,216-23.8% | $4,564-12.9% | $6,400-37.9% |
| Admin fee / account holder | $12,956 | $13,938-7.0% | $8,445+53.4% | $11,426+13.4% |