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 | $37,880 | $97,044-61.0% | $83,333-54.5% | $135,375-72.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.94% | 12.31%-20.2pp | 10.63%-18.6pp | 519.73%-527.7pp |
| Employer contribution / active EE | $5,644 | $4,143+36.2% | $3,379+67.0% | $4,779+18.1% |
| Participant deferral / active EE | $5,640 | $5,964-5.4% | $5,565+1.3% | $5,609+0.6% |
| Admin fee / account holder | $1,900 | $8,380-77.3% | $7,510-74.7% | $10,827-82.4% |