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 | $33,344 | $57,354-41.9% | $83,848-60.2% | $64,186-48.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -4.39% | 11.38%-15.8pp | 850.88%-855.3pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,271 | $2,545-50.1% | $3,631-65.0% | $2,381-46.6% |
| Participant deferral / active EE | $2,022 | $2,993-32.5% | $4,082-50.5% | $3,470-41.7% |
| Admin fee / account holder | $613 | $4,046-84.8% | $5,478-88.8% | $4,888-87.5% |