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 | $21,068 | $95,193-77.9% | $76,523-72.5% | $135,375-84.4% |
| Participation rate | 91.3% | 74.4%+16.9pp | 68.0%+23.3pp | 82.6%+8.7pp |
| Annual return | -8.66% | 4.85%-13.5pp | -0.27%-8.4pp | 519.73%-528.4pp |
| Employer contribution / active EE | $3,015 | $3,302-8.7% | $2,647+13.9% | $4,779-36.9% |
| Participant deferral / active EE | $4,957 | $4,639+6.8% | $3,835+29.2% | $5,609-11.6% |
| Admin fee / account holder | $1,041 | $6,249-83.3% | $4,848-78.5% | $10,827-90.4% |