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 | $45,969 | $83,337-44.8% | $67,834-32.2% | $273,961-83.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 4.81% | 259.45%-254.6pp | 138.47%-133.7pp | 41.45%-36.6pp |
| Employer contribution / active EE | $2,098 | $3,287-36.2% | $2,403-12.7% | $4,869-56.9% |
| Participant deferral / active EE | $4,143 | $4,088+1.3% | $3,160+31.1% | $5,287-21.6% |
| Admin fee / account holder | $5,762 | $6,752-14.7% | $4,622+24.6% | $10,132-43.1% |