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 | $14,789 | $69,518-78.7% | $59,878-75.3% | $135,375-89.1% |
| Participation rate | 85.0% | 77.8%+7.2pp | 74.7%+10.3pp | 82.6%+2.4pp |
| Annual return | -4.20% | 7.94%-12.1pp | 3.46%-7.7pp | 519.73%-523.9pp |
| Employer contribution / active EE | $1,240 | $3,235-61.7% | $2,722-54.4% | $4,779-74.1% |
| Participant deferral / active EE | $2,062 | $4,206-51.0% | $3,402-39.4% | $5,609-63.2% |
| Admin fee / account holder | $6,173 | $5,734+7.6% | $3,590+71.9% | $10,827-43.0% |