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 | $34,632 | $82,286-57.9% | $68,791-49.7% | $134,475-74.2% |
| Participation rate | 72.2% | 75.1%-2.8pp | 69.0%+3.2pp | 81.2%-9.0pp |
| Annual return | -16.13% | -2.19%-13.9pp | -6.38%-9.8pp | 417.96%-434.1pp |
| Employer contribution / active EE | $791 | $3,301-76.0% | $2,655-70.2% | $4,740-83.3% |
| Participant deferral / active EE | $1,561 | $4,739-67.0% | $3,941-60.4% | $6,400-75.6% |
| Admin fee / account holder | $4,499 | $6,481-30.6% | $4,932-8.8% | $11,426-60.6% |