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 | $32,289 | $83,908-61.5% | $68,509-52.9% | $125,391-74.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -2.28% | 14.48%-16.8pp | 8.27%-10.6pp | 282.22%-284.5pp |
| Employer contribution / active EE | $2,447 | $3,031-19.3% | $2,278+7.4% | $4,866-49.7% |
| Participant deferral / active EE | $1,548 | $4,125-62.5% | $3,382-54.2% | $5,352-71.1% |
| Admin fee / account holder | $620 | $8,982-93.1% | $5,275-88.2% | $9,540-93.5% |