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 | $49,826 | $50,958-2.2% | $74,550-33.2% | $64,186-22.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -5.89% | -1.86%-4.0pp | 32.53%-38.4pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,222 | $1,115+99.2% | $1,961+13.3% | $2,381-6.7% |
| Participant deferral / active EE | $3,124 | $2,301+35.7% | $3,108+0.5% | $3,470-10.0% |
| Admin fee / account holder | $1,065 | $4,223-74.8% | $5,060-79.0% | $4,888-78.2% |