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 | $29,384 | $105,860-72.2% | $90,749-67.6% | $134,475-78.1% |
| Participation rate | 95.0% | 78.2%+16.8pp | 75.7%+19.3pp | 81.2%+13.8pp |
| Annual return | -6.75% | -11.01%+4.3pp | -12.16%+5.4pp | 417.96%-424.7pp |
| Employer contribution / active EE | $1,358 | $3,462-60.8% | $2,921-53.5% | $4,740-71.3% |
| Participant deferral / active EE | $3,529 | $5,216-32.3% | $4,564-22.7% | $6,400-44.9% |
| Admin fee / account holder | $865 | $13,938-93.8% | $8,445-89.8% | $11,426-92.4% |