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 | $26,321 | $97,044-72.9% | $83,333-68.4% | $135,375-80.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.86% | 12.31%-20.2pp | 10.63%-18.5pp | 519.73%-527.6pp |
| Employer contribution / active EE | $3,064 | $4,143-26.1% | $3,379-9.3% | $4,779-35.9% |
| Participant deferral / active EE | $7,488 | $5,964+25.5% | $5,565+34.6% | $5,609+33.5% |
| Admin fee / account holder | $1,918 | $8,380-77.1% | $7,510-74.5% | $10,827-82.3% |