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 | $48,018 | $167,484-71.3% | $151,611-68.3% | $134,475-64.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.45% | 7.80%-21.2pp | 3.33%-16.8pp | 417.96%-431.4pp |
| Employer contribution / active EE | $2,123 | $6,829-68.9% | $6,166-65.6% | $4,740-55.2% |
| Participant deferral / active EE | $3,942 | $8,986-56.1% | $8,363-52.9% | $6,400-38.4% |
| Admin fee / account holder | $11,830 | $13,783-14.2% | $11,616+1.8% | $11,426+3.5% |