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 | $12,324 | $95,193-87.1% | $76,523-83.9% | $135,375-90.9% |
| Participation rate | 91.7% | 74.4%+17.3pp | 68.0%+23.7pp | 82.6%+9.0pp |
| Annual return | -8.47% | 4.85%-13.3pp | -0.27%-8.2pp | 519.73%-528.2pp |
| Employer contribution / active EE | $537 | $3,302-83.7% | $2,647-79.7% | $4,779-88.8% |
| Participant deferral / active EE | $782 | $4,639-83.1% | $3,835-79.6% | $5,609-86.1% |
| Admin fee / account holder | $551 | $6,249-91.2% | $4,848-88.6% | $10,827-94.9% |