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 | $31,562 | $84,527-62.7% | $67,711-53.4% | $125,391-74.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -3.49% | 2.57%-6.1pp | 25.41%-28.9pp | 282.22%-285.7pp |
| Employer contribution / active EE | $1,223 | $3,292-62.9% | $2,559-52.2% | $4,866-74.9% |
| Participant deferral / active EE | $3,484 | $4,429-21.3% | $3,585-2.8% | $5,352-34.9% |
| Admin fee / account holder | $784 | $5,340-85.3% | $4,255-81.6% | $9,540-91.8% |