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 | $21,210 | $158,817-86.6% | $121,196-82.5% | $135,375-84.3% |
| Participation rate | 86.7% | 79.3%+7.4pp | 71.7%+14.9pp | 82.6%+4.0pp |
| Annual return | -8.80% | -0.64%-8.2pp | 16.93%-25.7pp | 519.73%-528.5pp |
| Employer contribution / active EE | $1,001 | $5,665-82.3% | $4,022-75.1% | $4,779-79.0% |
| Participant deferral / active EE | $2,095 | $4,005-47.7% | $3,344-37.4% | $5,609-62.7% |
| Admin fee / account holder | $510 | $6,512-92.2% | $5,019-89.8% | $10,827-95.3% |