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 | $80,727 | $73,867+9.3% | $143,757-43.8% | $68,494+17.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.43% | 1.01%-13.4pp | -0.04%-12.4pp | -7.84%-4.6pp |
| Employer contribution / active EE | $4,468 | $3,184+40.3% | $4,951-9.8% | $2,596+72.1% |
| Participant deferral / active EE | $10,131 | $3,384+199.3% | $5,637+79.7% | $4,027+151.6% |
| Admin fee / account holder | $4,402 | $5,755-23.5% | $14,673-70.0% | $5,403-18.5% |