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 | $32,919 | $86,699-62.0% | $73,307-55.1% | $125,391-73.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -2.37% | 2.78%-5.1pp | 5.67%-8.0pp | 282.22%-284.6pp |
| Employer contribution / active EE | $5,176 | $4,152+24.7% | $3,237+59.9% | $4,866+6.4% |
| Participant deferral / active EE | $3,622 | $5,550-34.7% | $4,991-27.4% | $5,352-32.3% |
| Admin fee / account holder | $6,171 | $7,771-20.6% | $5,637+9.5% | $9,540-35.3% |