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 | $60,674 | $77,976-22.2% | $81,367-25.4% | $125,391-51.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.3%+17.7pp | 83.2%+16.8pp |
| Annual return | -0.71% | -2.85%+2.1pp | -0.92%+0.2pp | 282.22%-282.9pp |
| Employer contribution / active EE | $3,257 | $4,366-25.4% | $3,930-17.1% | $4,866-33.1% |
| Participant deferral / active EE | $2,782 | $5,646-50.7% | $5,383-48.3% | $5,352-48.0% |
| Admin fee / account holder | $3,663 | $12,476-70.6% | $8,926-59.0% | $9,540-61.6% |