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 | $32,563 | $58,577-44.4% | $83,333-60.9% | $64,186-49.3% |
| Participation rate | 89.7% | 72.0%+17.7pp | 77.8%+12.0pp | 69.6%+20.2pp |
| Annual return | -4.90% | 9.65%-14.6pp | 10.63%-15.5pp | 7.63%-12.5pp |
| Employer contribution / active EE | $10,655 | $2,098+407.8% | $3,379+215.4% | $2,381+347.5% |
| Participant deferral / active EE | $10,677 | $4,654+129.4% | $5,565+91.9% | $3,470+207.7% |
| Admin fee / account holder | $584 | $9,275-93.7% | $7,510-92.2% | $4,888-88.1% |