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 | $63,059 | $72,404-12.9% | $110,238-42.8% | $64,186-1.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -6.39% | -6.29%-0.1pp | 314.74%-321.1pp | 7.63%-14.0pp |
| Employer contribution / active EE | $5,384 | $2,282+136.0% | $3,826+40.7% | $2,381+126.1% |
| Participant deferral / active EE | $4,818 | $3,469+38.9% | $4,672+3.1% | $3,470+38.9% |
| Admin fee / account holder | $677 | $5,664-88.1% | $8,547-92.1% | $4,888-86.2% |