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 | $33,839 | $97,044-65.1% | $83,333-59.4% | $135,375-75.0% |
| Participation rate | 88.9% | 80.4%+8.5pp | 77.8%+11.1pp | 82.6%+6.2pp |
| Annual return | -8.81% | 12.31%-21.1pp | 10.63%-19.4pp | 519.73%-528.5pp |
| Employer contribution / active EE | $2,680 | $4,143-35.3% | $3,379-20.7% | $4,779-43.9% |
| Participant deferral / active EE | $5,585 | $5,964-6.4% | $5,565+0.4% | $5,609-0.4% |
| Admin fee / account holder | $2,575 | $8,380-69.3% | $7,510-65.7% | $10,827-76.2% |