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 | $40,102 | $131,829-69.6% | $108,579-63.1% | $273,961-85.4% |
| Participation rate | 72.2% | 83.5%-11.2pp | 79.6%-7.3pp | 83.0%-10.8pp |
| Annual return | 26.55% | -91.57%+118.1pp | -51.70%+78.2pp | 41.45%-14.9pp |
| Employer contribution / active EE | $4,129 | $4,912-16.0% | $3,758+9.9% | $4,869-15.2% |
| Participant deferral / active EE | $5,516 | $5,127+7.6% | $4,311+27.9% | $5,287+4.3% |
| Admin fee / account holder | $3,243 | $10,252-68.4% | $7,645-57.6% | $10,132-68.0% |