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 | $29,583 | $158,817-81.4% | $121,196-75.6% | $135,375-78.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -8.25% | -0.64%-7.6pp | 16.93%-25.2pp | 519.73%-528.0pp |
| Employer contribution / active EE | $7,741 | $5,665+36.6% | $4,022+92.5% | $4,779+62.0% |
| Participant deferral / active EE | $4,649 | $4,005+16.1% | $3,344+39.0% | $5,609-17.1% |
| Admin fee / account holder | $1,623 | $6,512-75.1% | $5,019-67.7% | $10,827-85.0% |