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 | $47,205 | $54,229-13.0% | $70,092-32.7% | $68,494-31.1% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -12.91% | -13.87%+1.0pp | 190.73%-203.6pp | -7.84%-5.1pp |
| Employer contribution / active EE | $1,066 | $2,018-47.2% | $2,559-58.3% | $2,596-58.9% |
| Participant deferral / active EE | $3,148 | $2,956+6.5% | $3,849-18.2% | $4,027-21.8% |
| Admin fee / account holder | $303 | $4,694-93.5% | $6,267-95.2% | $5,403-94.4% |