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 | $47,396 | $131,829-64.0% | $108,579-56.3% | $273,961-82.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.78% | -91.57%+96.3pp | -51.70%+56.5pp | 41.45%-36.7pp |
| Employer contribution / active EE | $3,550 | $4,912-27.7% | $3,758-5.5% | $4,869-27.1% |
| Participant deferral / active EE | $7,095 | $5,127+38.4% | $4,311+64.6% | $5,287+34.2% |
| Admin fee / account holder | $355 | $10,252-96.5% | $7,645-95.4% | $10,132-96.5% |