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 | $29,321 | $92,222-68.2% | $76,768-61.8% | $135,375-78.3% |
| Participation rate | 91.7% | 79.8%+11.9pp | 77.0%+14.7pp | 82.6%+9.0pp |
| Annual return | -7.01% | 5.46%-12.5pp | 2.43%-9.4pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,121 | $3,216-65.1% | $2,485-54.9% | $4,779-76.5% |
| Participant deferral / active EE | $3,764 | $4,509-16.5% | $3,852-2.3% | $5,609-32.9% |
| Admin fee / account holder | $536 | $10,748-95.0% | $6,675-92.0% | $10,827-95.0% |