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 | $34,959 | $64,307-45.6% | $57,343-39.0% | $125,391-72.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -1.25% | 25.12%-26.4pp | 24.39%-25.6pp | 282.22%-283.5pp |
| Employer contribution / active EE | $2,060 | $3,193-35.5% | $2,689-23.4% | $4,866-57.7% |
| Participant deferral / active EE | $3,834 | $3,848-0.4% | $3,162+21.2% | $5,352-28.4% |
| Admin fee / account holder | $326 | $5,242-93.8% | $3,356-90.3% | $9,540-96.6% |