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 5-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 | $27,913 | $105,860-73.6% | $90,749-69.2% | $134,475-79.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -1.46% | -11.01%+9.5pp | -12.16%+10.7pp | 417.96%-419.4pp |
| Employer contribution / active EE | $2,222 | $3,462-35.8% | $2,921-23.9% | $4,740-53.1% |
| Participant deferral / active EE | $6,012 | $5,216+15.3% | $4,564+31.7% | $6,400-6.1% |
| Admin fee / account holder | $4,047 | $13,938-71.0% | $8,445-52.1% | $11,426-64.6% |