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 | $44,259 | $140,588-68.5% | $123,104-64.0% | $125,391-64.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.51% | 16.80%-18.3pp | 13.22%-14.7pp | 282.22%-283.7pp |
| Employer contribution / active EE | $1,324 | $6,041-78.1% | $5,151-74.3% | $4,866-72.8% |
| Participant deferral / active EE | $5,901 | $6,980-15.5% | $6,230-5.3% | $5,352+10.3% |
| Admin fee / account holder | $5,112 | $11,198-54.4% | $9,015-43.3% | $9,540-46.4% |