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 | $37,631 | $86,699-56.6% | $73,307-48.7% | $125,391-70.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -2.06% | 2.78%-4.8pp | 5.67%-7.7pp | 282.22%-284.3pp |
| Employer contribution / active EE | $3,283 | $4,152-20.9% | $3,237+1.4% | $4,866-32.5% |
| Participant deferral / active EE | $6,950 | $5,550+25.2% | $4,991+39.2% | $5,352+29.9% |
| Admin fee / account holder | $408 | $7,771-94.7% | $5,637-92.8% | $9,540-95.7% |