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 | $22,771 | $87,540-74.0% | $75,781-70.0% | $125,391-81.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -3.70% | 13.48%-17.2pp | 9.68%-13.4pp | 282.22%-285.9pp |
| Employer contribution / active EE | $2,113 | $3,930-46.2% | $3,323-36.4% | $4,866-56.6% |
| Participant deferral / active EE | $1,670 | $4,229-60.5% | $3,651-54.3% | $5,352-68.8% |
| Admin fee / account holder | $327 | $6,502-95.0% | $5,299-93.8% | $9,540-96.6% |