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 | $57,659 | $107,791-46.5% | $90,645-36.4% | $135,375-57.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -7.60% | -0.90%-6.7pp | 1.88%-9.5pp | 519.73%-527.3pp |
| Employer contribution / active EE | $3,032 | $3,018+0.5% | $2,532+19.8% | $4,779-36.6% |
| Participant deferral / active EE | $16,488 | $3,872+325.8% | $3,425+381.5% | $5,609+194.0% |
| Admin fee / account holder | $766 | $5,930-87.1% | $4,994-84.7% | $10,827-92.9% |