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 | $46,122 | $131,829-65.0% | $108,579-57.5% | $273,961-83.2% |
| Participation rate | 86.7% | 83.5%+3.2pp | 79.6%+7.1pp | 83.0%+3.7pp |
| Annual return | 7.86% | -91.57%+99.4pp | -51.70%+59.6pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,687 | $4,912-65.7% | $3,758-55.1% | $4,869-65.4% |
| Participant deferral / active EE | $3,058 | $5,127-40.4% | $4,311-29.1% | $5,287-42.2% |
| Admin fee / account holder | $5,267 | $10,252-48.6% | $7,645-31.1% | $10,132-48.0% |