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 | $25,533 | $127,100-79.9% | $105,738-75.9% | $135,375-81.1% |
| Participation rate | 87.5% | 82.7%+4.8pp | 76.3%+11.2pp | 82.6%+4.9pp |
| Annual return | -8.33% | 4.49%-12.8pp | 6.27%-14.6pp | 519.73%-528.1pp |
| Employer contribution / active EE | $845 | $4,107-79.4% | $3,268-74.2% | $4,779-82.3% |
| Participant deferral / active EE | $2,863 | $5,064-43.5% | $4,080-29.8% | $5,609-48.9% |
| Admin fee / account holder | $1,116 | $9,087-87.7% | $6,913-83.9% | $10,827-89.7% |