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 | $35,095 | $69,518-49.5% | $59,878-41.4% | $135,375-74.1% |
| Participation rate | 94.4% | 77.8%+16.6pp | 74.7%+19.7pp | 82.6%+11.8pp |
| Annual return | -8.22% | 7.94%-16.2pp | 3.46%-11.7pp | 519.73%-527.9pp |
| Employer contribution / active EE | $4,711 | $3,235+45.6% | $2,722+73.1% | $4,779-1.4% |
| Participant deferral / active EE | $8,562 | $4,206+103.6% | $3,402+151.7% | $5,609+52.6% |
| Admin fee / account holder | $842 | $5,734-85.3% | $3,590-76.6% | $10,827-92.2% |