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 | $41,027 | $85,790-52.2% | $67,313-39.0% | $135,375-69.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.23% | -0.54%-5.7pp | -4.08%-2.1pp | 519.73%-526.0pp |
| Employer contribution / active EE | $3,058 | $3,487-12.3% | $2,566+19.2% | $4,779-36.0% |
| Participant deferral / active EE | $1,882 | $4,651-59.5% | $3,568-47.3% | $5,609-66.5% |
| Admin fee / account holder | $659 | $6,392-89.7% | $4,507-85.4% | $10,827-93.9% |