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 | $23,620 | $95,193-75.2% | $76,523-69.1% | $135,375-82.6% |
| Participation rate | 88.2% | 74.4%+13.8pp | 68.0%+20.2pp | 82.6%+5.6pp |
| Annual return | -6.79% | 4.85%-11.6pp | -0.27%-6.5pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,523 | $3,302-53.9% | $2,647-42.5% | $4,779-68.1% |
| Participant deferral / active EE | $4,031 | $4,639-13.1% | $3,835+5.1% | $5,609-28.1% |
| Admin fee / account holder | $987 | $6,249-84.2% | $4,848-79.6% | $10,827-90.9% |