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 | $33,065 | $158,817-79.2% | $121,196-72.7% | $135,375-75.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -9.22% | -0.64%-8.6pp | 16.93%-26.1pp | 519.73%-529.0pp |
| Employer contribution / active EE | $1,517 | $5,665-73.2% | $4,022-62.3% | $4,779-68.3% |
| Participant deferral / active EE | $10,243 | $4,005+155.8% | $3,344+206.3% | $5,609+82.6% |
| Admin fee / account holder | $1,422 | $6,512-78.2% | $5,019-71.7% | $10,827-86.9% |