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 | $14,714 | $46,674-68.5% | $117,472-87.5% | $68,494-78.5% |
| Participation rate | 93.1% | 56.8%+36.3pp | 70.6%+22.5pp | 67.9%+25.2pp |
| Annual return | -17.52% | -14.52%-3.0pp | 29.74%-47.3pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,936 | $1,505+28.7% | $4,176-53.6% | $2,596-25.4% |
| Participant deferral / active EE | $3,524 | $2,636+33.7% | $4,070-13.4% | $4,027-12.5% |
| Admin fee / account holder | $618 | $4,020-84.6% | $5,645-89.1% | $5,403-88.6% |