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 | $10,522 | $95,862-89.0% | $79,550-86.8% | $134,475-92.2% |
| Participation rate | 90.5% | 75.0%+15.4pp | 69.5%+21.0pp | 81.2%+9.3pp |
| Annual return | -16.66% | -2.69%-14.0pp | 0.16%-16.8pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,556 | $3,128-50.3% | $2,413-35.5% | $4,740-67.2% |
| Participant deferral / active EE | $3,750 | $4,693-20.1% | $3,985-5.9% | $6,400-41.4% |
| Admin fee / account holder | $486 | $9,126-94.7% | $6,832-92.9% | $11,426-95.7% |