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 | $34,234 | $211,958-83.8% | $169,463-79.8% | $135,375-74.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.27% | 3.26%-10.5pp | 1.83%-9.1pp | 519.73%-527.0pp |
| Employer contribution / active EE | $2,569 | $5,120-49.8% | $4,159-38.2% | $4,779-46.2% |
| Participant deferral / active EE | $3,308 | $6,075-45.6% | $5,277-37.3% | $5,609-41.0% |
| Admin fee / account holder | $757 | $11,471-93.4% | $9,109-91.7% | $10,827-93.0% |