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 | $34,862 | $99,032-64.8% | $80,019-56.4% | $135,375-74.2% |
| Participation rate | 92.9% | 78.4%+14.5pp | 75.8%+17.0pp | 82.6%+10.2pp |
| Annual return | -7.58% | 15.39%-23.0pp | 11.22%-18.8pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,889 | $3,043-37.9% | $2,468-23.5% | $4,779-60.5% |
| Participant deferral / active EE | $2,744 | $4,282-35.9% | $3,686-25.5% | $5,609-51.1% |
| Admin fee / account holder | $470 | $10,436-95.5% | $6,521-92.8% | $10,827-95.7% |