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 | $19,125 | $140,578-86.4% | $100,671-81.0% | $125,391-84.7% |
| Participation rate | 80.0% | 80.4%-0.4pp | 70.7%+9.3pp | 83.2%-3.2pp |
| Annual return | -0.81% | 24.67%-25.5pp | 20.43%-21.2pp | 282.22%-283.0pp |
| Employer contribution / active EE | $2,250 | $5,965-62.3% | $4,012-43.9% | $4,866-53.8% |
| Participant deferral / active EE | $2,628 | $3,981-34.0% | $3,144-16.4% | $5,352-50.9% |
| Admin fee / account holder | $368 | $6,716-94.5% | $4,850-92.4% | $9,540-96.1% |