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 | $37,328 | $95,193-60.8% | $76,523-51.2% | $135,375-72.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -2.86% | 4.85%-7.7pp | -0.27%-2.6pp | 519.73%-522.6pp |
| Employer contribution / active EE | $1,587 | $3,302-52.0% | $2,647-40.1% | $4,779-66.8% |
| Participant deferral / active EE | $4,201 | $4,639-9.4% | $3,835+9.5% | $5,609-25.1% |
| Admin fee / account holder | $1,140 | $6,249-81.8% | $4,848-76.5% | $10,827-89.5% |