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 | $14,477 | $97,044-85.1% | $83,333-82.6% | $135,375-89.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.39% | 12.31%-20.7pp | 10.63%-19.0pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,599 | $4,143-61.4% | $3,379-52.7% | $4,779-66.5% |
| Participant deferral / active EE | $2,543 | $5,964-57.4% | $5,565-54.3% | $5,609-54.7% |
| Admin fee / account holder | $4,627 | $8,380-44.8% | $7,510-38.4% | $10,827-57.3% |