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 | $28,900 | $211,958-86.4% | $169,463-82.9% | $135,375-78.7% |
| Participation rate | 95.7% | 82.6%+13.0pp | 77.8%+17.9pp | 82.6%+13.0pp |
| Annual return | -8.07% | 3.26%-11.3pp | 1.83%-9.9pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,325 | $5,120-74.1% | $4,159-68.1% | $4,779-72.3% |
| Participant deferral / active EE | $1,869 | $6,075-69.2% | $5,277-64.6% | $5,609-66.7% |
| Admin fee / account holder | $2,158 | $11,471-81.2% | $9,109-76.3% | $10,827-80.1% |