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 | $43,564 | $54,229-19.7% | $70,092-37.8% | $68,494-36.4% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -14.41% | -13.87%-0.5pp | 190.73%-205.1pp | -7.84%-6.6pp |
| Employer contribution / active EE | $2,101 | $2,018+4.1% | $2,559-17.9% | $2,596-19.1% |
| Participant deferral / active EE | $2,041 | $2,956-30.9% | $3,849-47.0% | $4,027-49.3% |
| Admin fee / account holder | $743 | $4,694-84.2% | $6,267-88.1% | $5,403-86.2% |