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 | $45,519 | $113,935-60.0% | $94,224-51.7% | $125,391-63.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.89% | 5.29%-8.2pp | 10.68%-13.6pp | 282.22%-285.1pp |
| Employer contribution / active EE | $6,440 | $4,727+36.2% | $3,587+79.6% | $4,866+32.3% |
| Participant deferral / active EE | $20,000 | $5,179+286.2% | $4,320+362.9% | $5,352+273.7% |
| Admin fee / account holder | $509 | $8,391-93.9% | $6,269-91.9% | $9,540-94.7% |