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 | $39,470 | $211,958-81.4% | $169,463-76.7% | $135,375-70.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.93% | 3.26%-9.2pp | 1.83%-7.8pp | 519.73%-525.7pp |
| Employer contribution / active EE | $3,375 | $5,120-34.1% | $4,159-18.9% | $4,779-29.4% |
| Participant deferral / active EE | $9,195 | $6,075+51.4% | $5,277+74.2% | $5,609+63.9% |
| Admin fee / account holder | $2,528 | $11,471-78.0% | $9,109-72.2% | $10,827-76.6% |