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 | $63,229 | $77,813-18.7% | $123,544-48.8% | $64,186-1.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.76% | 12.48%-17.2pp | 119.20%-124.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $820 | $3,014-72.8% | $4,628-82.3% | $2,381-65.6% |
| Participant deferral / active EE | $5,002 | $5,240-4.5% | $6,426-22.2% | $3,470+44.2% |
| Admin fee / account holder | $2,175 | $5,519-60.6% | $9,284-76.6% | $4,888-55.5% |