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 | $67,309 | $77,813-13.5% | $123,544-45.5% | $64,186+4.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.27% | 12.48%-18.7pp | 119.20%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $2,293 | $3,014-23.9% | $4,628-50.5% | $2,381-3.7% |
| Participant deferral / active EE | $10,892 | $5,240+107.9% | $6,426+69.5% | $3,470+213.9% |
| Admin fee / account holder | $1,659 | $5,519-69.9% | $9,284-82.1% | $4,888-66.1% |