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 | $48,071 | $158,817-69.7% | $121,196-60.3% | $135,375-64.5% |
| Participation rate | 88.9% | 79.3%+9.6pp | 71.7%+17.1pp | 82.6%+6.2pp |
| Annual return | -5.42% | -0.64%-4.8pp | 16.93%-22.3pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,926 | $5,665-66.0% | $4,022-52.1% | $4,779-59.7% |
| Participant deferral / active EE | $4,362 | $4,005+8.9% | $3,344+30.4% | $5,609-22.2% |
| Admin fee / account holder | $966 | $6,512-85.2% | $5,019-80.8% | $10,827-91.1% |