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 | $48,340 | $92,222-47.6% | $76,768-37.0% | $135,375-64.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.78% | 5.46%-11.2pp | 2.43%-8.2pp | 519.73%-525.5pp |
| Employer contribution / active EE | $3,716 | $3,216+15.6% | $2,485+49.5% | $4,779-22.2% |
| Participant deferral / active EE | $7,930 | $4,509+75.9% | $3,852+105.9% | $5,609+41.4% |
| Admin fee / account holder | $2,980 | $10,748-72.3% | $6,675-55.4% | $10,827-72.5% |