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 | $72,232 | $82,286-12.2% | $68,791+5.0% | $134,475-46.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -17.19% | -2.19%-15.0pp | -6.38%-10.8pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,137 | $3,301-35.3% | $2,655-19.5% | $4,740-54.9% |
| Participant deferral / active EE | $3,654 | $4,739-22.9% | $3,941-7.3% | $6,400-42.9% |
| Admin fee / account holder | $2,930 | $6,481-54.8% | $4,932-40.6% | $11,426-74.4% |