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 | $43,407 | $95,193-54.4% | $76,523-43.3% | $135,375-67.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -1.81% | 4.85%-6.7pp | -0.27%-1.5pp | 519.73%-521.5pp |
| Employer contribution / active EE | $4,899 | $3,302+48.3% | $2,647+85.1% | $4,779+2.5% |
| Participant deferral / active EE | $9,052 | $4,639+95.1% | $3,835+136.0% | $5,609+61.4% |
| Admin fee / account holder | $2,312 | $6,249-63.0% | $4,848-52.3% | $10,827-78.6% |