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 | $36,691 | $49,280-25.5% | $67,313-45.5% | $64,186-42.8% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -5.30% | -1.39%-3.9pp | -4.08%-1.2pp | 7.63%-12.9pp |
| Employer contribution / active EE | $4,986 | $1,668+198.8% | $2,566+94.3% | $2,381+109.4% |
| Participant deferral / active EE | $967 | $2,484-61.1% | $3,568-72.9% | $3,470-72.1% |
| Admin fee / account holder | $1,657 | $3,863-57.1% | $4,507-63.2% | $4,888-66.1% |