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 | $33,078 | $53,162-37.8% | $91,220-63.7% | $68,494-51.7% |
| Participation rate | 98.0% | 63.2%+34.7pp | 73.2%+24.8pp | 67.9%+30.1pp |
| Annual return | -13.81% | -3.14%-10.7pp | 114.01%-127.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $6,633 | $1,709+288.0% | $2,850+132.7% | $2,596+155.5% |
| Participant deferral / active EE | $2,485 | $2,974-16.4% | $4,234-41.3% | $4,027-38.3% |
| Admin fee / account holder | $2,023 | $4,493-55.0% | $5,420-62.7% | $5,403-62.6% |