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 | $79,546 | $129,942-38.8% | $104,294-23.7% | $134,475-40.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.75% | 42.03%-60.8pp | 24.61%-43.4pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,065 | $4,184-50.6% | $3,372-38.8% | $4,740-56.4% |
| Participant deferral / active EE | $1,693 | $5,588-69.7% | $4,625-63.4% | $6,400-73.5% |
| Admin fee / account holder | $11,861 | $9,323+27.2% | $7,339+61.6% | $11,426+3.8% |