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 | $30,394 | $167,307-81.8% | $143,757-78.9% | $134,475-77.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.46% | 0.46%-19.9pp | -0.04%-19.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,138 | $5,619-62.0% | $4,951-56.8% | $4,740-54.9% |
| Participant deferral / active EE | $3,203 | $6,446-50.3% | $5,637-43.2% | $6,400-50.0% |
| Admin fee / account holder | $1,532 | $18,088-91.5% | $14,673-89.6% | $11,426-86.6% |