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 | $33,385 | $92,222-63.8% | $76,768-56.5% | $135,375-75.3% |
| Participation rate | 95.8% | 79.8%+16.1pp | 77.0%+18.9pp | 82.6%+13.2pp |
| Annual return | -5.15% | 5.46%-10.6pp | 2.43%-7.6pp | 519.73%-524.9pp |
| Employer contribution / active EE | $1,816 | $3,216-43.5% | $2,485-26.9% | $4,779-62.0% |
| Participant deferral / active EE | $4,262 | $4,509-5.5% | $3,852+10.6% | $5,609-24.0% |
| Admin fee / account holder | $718 | $10,748-93.3% | $6,675-89.2% | $10,827-93.4% |