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 | $36,922 | $92,222-60.0% | $76,768-51.9% | $135,375-72.7% |
| Participation rate | 91.7% | 79.8%+11.9pp | 77.0%+14.7pp | 82.6%+9.0pp |
| Annual return | -5.62% | 5.46%-11.1pp | 2.43%-8.0pp | 519.73%-525.4pp |
| Employer contribution / active EE | $589 | $3,216-81.7% | $2,485-76.3% | $4,779-87.7% |
| Participant deferral / active EE | $5,655 | $4,509+25.4% | $3,852+46.8% | $5,609+0.8% |
| Admin fee / account holder | $5,343 | $10,748-50.3% | $6,675-20.0% | $10,827-50.7% |