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 | $32,194 | $92,222-65.1% | $76,768-58.1% | $135,375-76.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.12% | 5.46%-13.6pp | 2.43%-10.5pp | 519.73%-527.8pp |
| Employer contribution / active EE | $3,777 | $3,216+17.4% | $2,485+52.0% | $4,779-21.0% |
| Participant deferral / active EE | $3,623 | $4,509-19.6% | $3,852-5.9% | $5,609-35.4% |
| Admin fee / account holder | $1,735 | $10,748-83.9% | $6,675-74.0% | $10,827-84.0% |