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 | $20,715 | $69,518-70.2% | $59,878-65.4% | $135,375-84.7% |
| Participation rate | 84.2% | 77.8%+6.4pp | 74.7%+9.5pp | 82.6%+1.6pp |
| Annual return | -8.28% | 7.94%-16.2pp | 3.46%-11.7pp | 519.73%-528.0pp |
| Employer contribution / active EE | $544 | $3,235-83.2% | $2,722-80.0% | $4,779-88.6% |
| Participant deferral / active EE | $1,643 | $4,206-60.9% | $3,402-51.7% | $5,609-70.7% |
| Admin fee / account holder | $360 | $5,734-93.7% | $3,590-90.0% | $10,827-96.7% |