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 | $41,591 | $131,829-68.5% | $108,579-61.7% | $273,961-84.8% |
| Participation rate | 73.7% | 83.5%-9.8pp | 79.6%-5.9pp | 83.0%-9.3pp |
| Annual return | 8.45% | -91.57%+100.0pp | -51.70%+60.1pp | 41.45%-33.0pp |
| Employer contribution / active EE | $3,407 | $4,912-30.7% | $3,758-9.4% | $4,869-30.0% |
| Participant deferral / active EE | $7,063 | $5,127+37.8% | $4,311+63.8% | $5,287+33.6% |
| Admin fee / account holder | $4,217 | $10,252-58.9% | $7,645-44.8% | $10,132-58.4% |