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 | $35,219 | $77,813-54.7% | $123,544-71.5% | $64,186-45.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.86% | 12.48%-19.3pp | 119.20%-126.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $2,218 | $3,014-26.4% | $4,628-52.1% | $2,381-6.8% |
| Participant deferral / active EE | $3,396 | $5,240-35.2% | $6,426-47.2% | $3,470-2.1% |
| Admin fee / account holder | $4,719 | $5,519-14.5% | $9,284-49.2% | $4,888-3.5% |