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 | $18,373 | $69,518-73.6% | $59,878-69.3% | $135,375-86.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.31% | 7.94%-13.3pp | 3.46%-8.8pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,947 | $3,235-39.8% | $2,722-28.5% | $4,779-59.3% |
| Participant deferral / active EE | $3,417 | $4,206-18.8% | $3,402+0.4% | $5,609-39.1% |
| Admin fee / account holder | $945 | $5,734-83.5% | $3,590-73.7% | $10,827-91.3% |