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 | $46,790 | $92,222-49.3% | $76,768-39.1% | $135,375-65.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.22% | 5.46%-12.7pp | 2.43%-9.6pp | 519.73%-527.0pp |
| Employer contribution / active EE | $10,234 | $3,216+218.2% | $2,485+311.8% | $4,779+114.2% |
| Participant deferral / active EE | $4,209 | $4,509-6.6% | $3,852+9.3% | $5,609-25.0% |
| Admin fee / account holder | $2,902 | $10,748-73.0% | $6,675-56.5% | $10,827-73.2% |