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 | $25,391 | $45,863-44.6% | $77,024-67.0% | $68,494-62.9% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -11.06% | 1.72%-12.8pp | 42.32%-53.4pp | -7.84%-3.2pp |
| Employer contribution / active EE | $5,037 | $1,650+205.4% | $2,812+79.1% | $2,596+94.0% |
| Participant deferral / active EE | $9,441 | $2,962+218.7% | $4,426+113.3% | $4,027+134.4% |
| Admin fee / account holder | $636 | $3,041-79.1% | $5,425-88.3% | $5,403-88.2% |