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 | $32,413 | $131,829-75.4% | $108,579-70.1% | $273,961-88.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 16.51% | -91.57%+108.1pp | -51.70%+68.2pp | 41.45%-24.9pp |
| Employer contribution / active EE | $4,613 | $4,912-6.1% | $3,758+22.8% | $4,869-5.2% |
| Participant deferral / active EE | $7,022 | $5,127+37.0% | $4,311+62.9% | $5,287+32.8% |
| Admin fee / account holder | $820 | $10,252-92.0% | $7,645-89.3% | $10,132-91.9% |