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 | $29,662 | $113,935-74.0% | $94,224-68.5% | $125,391-76.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.46% | 5.29%-6.7pp | 10.68%-12.1pp | 282.22%-283.7pp |
| Employer contribution / active EE | $2,065 | $4,727-56.3% | $3,587-42.4% | $4,866-57.6% |
| Participant deferral / active EE | $4,004 | $5,179-22.7% | $4,320-7.3% | $5,352-25.2% |
| Admin fee / account holder | $6,512 | $8,391-22.4% | $6,269+3.9% | $9,540-31.7% |