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 | $41,381 | $99,032-58.2% | $80,019-48.3% | $135,375-69.4% |
| Participation rate | 90.9% | 78.4%+12.6pp | 75.8%+15.1pp | 82.6%+8.3pp |
| Annual return | -6.32% | 15.39%-21.7pp | 11.22%-17.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,565 | $3,043-15.7% | $2,468+3.9% | $4,779-46.3% |
| Participant deferral / active EE | $6,622 | $4,282+54.7% | $3,686+79.7% | $5,609+18.1% |
| Admin fee / account holder | $766 | $10,436-92.7% | $6,521-88.3% | $10,827-92.9% |