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 | $30,479 | $57,354-46.9% | $83,848-63.6% | $64,186-52.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -0.89% | 11.38%-12.3pp | 850.88%-851.8pp | 7.63%-8.5pp |
| Employer contribution / active EE | $2,766 | $2,545+8.7% | $3,631-23.8% | $2,381+16.2% |
| Participant deferral / active EE | $2,466 | $2,993-17.6% | $4,082-39.6% | $3,470-28.9% |
| Admin fee / account holder | $17,412 | $4,046+330.4% | $5,478+217.8% | $4,888+256.2% |