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 | $31,114 | $85,790-63.7% | $67,313-53.8% | $135,375-77.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.95% | -0.54%-7.4pp | -4.08%-3.9pp | 519.73%-527.7pp |
| Employer contribution / active EE | $7,044 | $3,487+102.0% | $2,566+174.5% | $4,779+47.4% |
| Participant deferral / active EE | $3,366 | $4,651-27.6% | $3,568-5.7% | $5,609-40.0% |
| Admin fee / account holder | $3,372 | $6,392-47.2% | $4,507-25.2% | $10,827-68.9% |