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 | $41,222 | $82,664-50.1% | $125,339-67.1% | $68,494-39.8% |
| Participation rate | 75.8% | 75.0%+0.7pp | 82.4%-6.6pp | 67.9%+7.9pp |
| Annual return | 9.30% | -5.97%+15.3pp | 572.05%-562.8pp | -7.84%+17.1pp |
| Employer contribution / active EE | $2,006 | $3,381-40.7% | $4,814-58.3% | $2,596-22.7% |
| Participant deferral / active EE | $4,995 | $6,110-18.3% | $7,446-32.9% | $4,027+24.0% |
| Admin fee / account holder | $1,800 | $6,275-71.3% | $10,010-82.0% | $5,403-66.7% |