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 | $41,503 | $127,386-67.4% | $115,037-63.9% | $125,391-66.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.96% | 31.28%-34.2pp | 26.14%-29.1pp | 282.22%-285.2pp |
| Employer contribution / active EE | $2,873 | $5,166-44.4% | $4,608-37.6% | $4,866-41.0% |
| Participant deferral / active EE | $10,729 | $6,423+67.0% | $6,026+78.0% | $5,352+100.5% |
| Admin fee / account holder | $6,816 | $9,516-28.4% | $8,175-16.6% | $9,540-28.6% |