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 | $19,060 | $76,000-74.9% | $154,107-87.6% | $64,186-70.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.08% | 30.32%-36.4pp | 735.12%-741.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $921 | $3,351-72.5% | $5,298-82.6% | $2,381-61.3% |
| Participant deferral / active EE | $1,568 | $3,175-50.6% | $5,081-69.1% | $3,470-54.8% |
| Admin fee / account holder | $2,901 | $5,596-48.2% | $13,411-78.4% | $4,888-40.6% |