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 | $46,140 | $127,386-63.8% | $115,037-59.9% | $125,391-63.2% |
| Participation rate | 70.6% | 84.2%-13.6pp | 81.4%-10.8pp | 83.2%-12.6pp |
| Annual return | -2.22% | 31.28%-33.5pp | 26.14%-28.4pp | 282.22%-284.4pp |
| Employer contribution / active EE | $1,685 | $5,166-67.4% | $4,608-63.4% | $4,866-65.4% |
| Participant deferral / active EE | $4,197 | $6,423-34.7% | $6,026-30.4% | $5,352-21.6% |
| Admin fee / account holder | $1,057 | $9,516-88.9% | $8,175-87.1% | $9,540-88.9% |