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 | $25,940 | $78,694-67.0% | $67,652-61.7% | $125,391-79.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -2.87% | 9.46%-12.3pp | 6625.04%-6627.9pp | 282.22%-285.1pp |
| Employer contribution / active EE | $1,623 | $3,044-46.7% | $2,266-28.4% | $4,866-66.7% |
| Participant deferral / active EE | $3,041 | $4,292-29.1% | $3,560-14.6% | $5,352-43.2% |
| Admin fee / account holder | $1,364 | $7,403-81.6% | $4,821-71.7% | $9,540-85.7% |