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 | $49,018 | $50,958-3.8% | $74,550-34.2% | $64,186-23.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -2.41% | -1.86%-0.6pp | 32.53%-34.9pp | 7.63%-10.0pp |
| Employer contribution / active EE | $1,320 | $1,115+18.4% | $1,961-32.7% | $2,381-44.5% |
| Participant deferral / active EE | $2,642 | $2,301+14.8% | $3,108-15.0% | $3,470-23.9% |
| Admin fee / account holder | $551 | $4,223-87.0% | $5,060-89.1% | $4,888-88.7% |