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 | $35,935 | $92,222-61.0% | $76,768-53.2% | $135,375-73.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.59% | 5.46%-11.0pp | 2.43%-8.0pp | 519.73%-525.3pp |
| Employer contribution / active EE | $2,721 | $3,216-15.4% | $2,485+9.5% | $4,779-43.1% |
| Participant deferral / active EE | $11,222 | $4,509+148.9% | $3,852+191.4% | $5,609+100.1% |
| Admin fee / account holder | $499 | $10,748-95.4% | $6,675-92.5% | $10,827-95.4% |