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 | $31,318 | $99,032-68.4% | $80,019-60.9% | $135,375-76.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -3.70% | 15.39%-19.1pp | 11.22%-14.9pp | 519.73%-523.4pp |
| Employer contribution / active EE | $1,976 | $3,043-35.1% | $2,468-19.9% | $4,779-58.7% |
| Participant deferral / active EE | $3,432 | $4,282-19.9% | $3,686-6.9% | $5,609-38.8% |
| Admin fee / account holder | $1,485 | $10,436-85.8% | $6,521-77.2% | $10,827-86.3% |