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 | $47,180 | $42,894+10.0% | $60,874-22.5% | $68,494-31.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -15.94% | -13.98%-2.0pp | 16.90%-32.8pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,491 | $1,978+25.9% | $2,701-7.8% | $2,596-4.1% |
| Participant deferral / active EE | $5,173 | $2,867+80.4% | $3,817+35.5% | $4,027+28.5% |
| Admin fee / account holder | $6,072 | $3,101+95.8% | $3,224+88.3% | $5,403+12.4% |