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 | $32,426 | $95,193-65.9% | $76,523-57.6% | $135,375-76.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -6.32% | 4.85%-11.2pp | -0.27%-6.0pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,885 | $3,302-12.6% | $2,647+9.0% | $4,779-39.6% |
| Participant deferral / active EE | $9,112 | $4,639+96.4% | $3,835+137.6% | $5,609+62.5% |
| Admin fee / account holder | $449 | $6,249-92.8% | $4,848-90.7% | $10,827-95.9% |