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 | $23,813 | $69,518-65.7% | $59,878-60.2% | $135,375-82.4% |
| Participation rate | 94.7% | 77.8%+16.9pp | 74.7%+20.0pp | 82.6%+12.1pp |
| Annual return | -6.75% | 7.94%-14.7pp | 3.46%-10.2pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,790 | $3,235-44.7% | $2,722-34.2% | $4,779-62.5% |
| Participant deferral / active EE | $5,916 | $4,206+40.7% | $3,402+73.9% | $5,609+5.5% |
| Admin fee / account holder | $872 | $5,734-84.8% | $3,590-75.7% | $10,827-91.9% |