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 | $22,899 | $50,958-55.1% | $74,550-69.3% | $64,186-64.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -5.61% | -1.86%-3.8pp | 32.53%-38.1pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,957 | $1,115+75.5% | $1,961-0.2% | $2,381-17.8% |
| Participant deferral / active EE | $2,538 | $2,301+10.3% | $3,108-18.3% | $3,470-26.9% |
| Admin fee / account holder | $3,541 | $4,223-16.1% | $5,060-30.0% | $4,888-27.6% |