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 | $38,918 | $131,829-70.5% | $108,579-64.2% | $273,961-85.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.55% | -91.57%+98.1pp | -51.70%+58.2pp | 41.45%-34.9pp |
| Employer contribution / active EE | $2,249 | $4,912-54.2% | $3,758-40.2% | $4,869-53.8% |
| Participant deferral / active EE | $4,790 | $5,127-6.6% | $4,311+11.1% | $5,287-9.4% |
| Admin fee / account holder | $1,408 | $10,252-86.3% | $7,645-81.6% | $10,132-86.1% |