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 | $53,303 | $77,813-31.5% | $123,544-56.9% | $64,186-17.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.78% | 12.48%-17.3pp | 119.20%-124.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $3,572 | $3,014+18.5% | $4,628-22.8% | $2,381+50.0% |
| Participant deferral / active EE | $7,459 | $5,240+42.3% | $6,426+16.1% | $3,470+115.0% |
| Admin fee / account holder | $2,716 | $5,519-50.8% | $9,284-70.7% | $4,888-44.4% |