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 | $51,018 | $59,805-14.7% | $79,550-35.9% | $68,494-25.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -13.66% | -12.30%-1.4pp | 0.16%-13.8pp | -7.84%-5.8pp |
| Employer contribution / active EE | $2,954 | $1,505+96.3% | $2,413+22.4% | $2,596+13.8% |
| Participant deferral / active EE | $1,797 | $3,024-40.6% | $3,985-54.9% | $4,027-55.4% |
| Admin fee / account holder | $11,776 | $4,835+143.6% | $6,832+72.4% | $5,403+118.0% |