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 | $35,583 | $92,222-61.4% | $76,768-53.6% | $135,375-73.7% |
| Participation rate | 73.9% | 79.8%-5.9pp | 77.0%-3.0pp | 82.6%-8.7pp |
| Annual return | -6.63% | 5.46%-12.1pp | 2.43%-9.1pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,045 | $3,216-36.4% | $2,485-17.7% | $4,779-57.2% |
| Participant deferral / active EE | $3,683 | $4,509-18.3% | $3,852-4.4% | $5,609-34.3% |
| Admin fee / account holder | $1,198 | $10,748-88.9% | $6,675-82.1% | $10,827-88.9% |