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 | $42,954 | $49,177-12.7% | $79,464-45.9% | $64,186-33.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -5.74% | -1.16%-4.6pp | 718.14%-723.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $592 | $2,076-71.5% | $2,800-78.8% | $2,381-75.1% |
| Participant deferral / active EE | $3,778 | $2,821+33.9% | $3,704+2.0% | $3,470+8.9% |
| Admin fee / account holder | $5,546 | $3,839+44.5% | $5,113+8.5% | $4,888+13.5% |