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 | $36,894 | $94,529-61.0% | $140,016-73.7% | $64,186-42.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -0.93% | 7.77%-8.7pp | 651.12%-652.0pp | 7.63%-8.6pp |
| Employer contribution / active EE | $3,669 | $3,812-3.8% | $5,606-34.5% | $2,381+54.1% |
| Participant deferral / active EE | $3,485 | $5,250-33.6% | $6,927-49.7% | $3,470+0.4% |
| Admin fee / account holder | $1,496 | $6,741-77.8% | $10,705-86.0% | $4,888-69.4% |