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 | $15,838 | $85,790-81.5% | $67,313-76.5% | $135,375-88.3% |
| Participation rate | 70.6% | 76.5%-5.9pp | 69.1%+1.5pp | 82.6%-12.1pp |
| Annual return | -8.02% | -0.54%-7.5pp | -4.08%-3.9pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,535 | $3,487-56.0% | $2,566-40.2% | $4,779-67.9% |
| Participant deferral / active EE | $2,141 | $4,651-54.0% | $3,568-40.0% | $5,609-61.8% |
| Admin fee / account holder | $786 | $6,392-87.7% | $4,507-82.6% | $10,827-92.7% |