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 | $35,417 | $92,222-61.6% | $76,768-53.9% | $135,375-73.8% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -1.60% | 5.46%-7.1pp | 2.43%-4.0pp | 519.73%-521.3pp |
| Employer contribution / active EE | $641 | $3,216-80.1% | $2,485-74.2% | $4,779-86.6% |
| Participant deferral / active EE | $5,900 | $4,509+30.9% | $3,852+53.2% | $5,609+5.2% |
| Admin fee / account holder | $487 | $10,748-95.5% | $6,675-92.7% | $10,827-95.5% |