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 | $33,320 | $57,354-41.9% | $83,848-60.3% | $64,186-48.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -8.17% | 11.38%-19.6pp | 850.88%-859.0pp | 7.63%-15.8pp |
| Employer contribution / active EE | $2,295 | $2,545-9.9% | $3,631-36.8% | $2,381-3.6% |
| Participant deferral / active EE | $5,224 | $2,993+74.5% | $4,082+28.0% | $3,470+50.6% |
| Admin fee / account holder | $2,321 | $4,046-42.6% | $5,478-57.6% | $4,888-52.5% |