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 | $48,172 | $91,538-47.4% | $129,995-62.9% | $75,163-35.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 14.56% | -631.11%+645.7pp | -137.18%+151.7pp | 160.62%-146.1pp |
| Employer contribution / active EE | $2,534 | $2,845-10.9% | $4,320-41.3% | $2,670-5.1% |
| Participant deferral / active EE | $3,898 | $4,341-10.2% | $5,820-33.0% | $4,125-5.5% |
| Admin fee / account holder | $2,472 | $6,790-63.6% | $10,614-76.7% | $5,651-56.3% |