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 | $24,441 | $91,911-73.4% | $68,793-64.5% | $135,375-81.9% |
| Participation rate | 87.5% | 76.7%+10.8pp | 72.2%+15.3pp | 82.6%+4.9pp |
| Annual return | -9.62% | -8.22%-1.4pp | -4.63%-5.0pp | 519.73%-529.4pp |
| Employer contribution / active EE | $1,340 | $3,924-65.8% | $2,625-48.9% | $4,779-72.0% |
| Participant deferral / active EE | $3,476 | $4,315-19.4% | $3,311+5.0% | $5,609-38.0% |
| Admin fee / account holder | $4,306 | $9,240-53.4% | $5,131-16.1% | $10,827-60.2% |