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 | $50,833 | $77,813-34.7% | $123,544-58.9% | $64,186-20.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -1.19% | 12.48%-13.7pp | 119.20%-120.4pp | 7.63%-8.8pp |
| Employer contribution / active EE | $2,287 | $3,014-24.1% | $4,628-50.6% | $2,381-3.9% |
| Participant deferral / active EE | $2,383 | $5,240-54.5% | $6,426-62.9% | $3,470-31.3% |
| Admin fee / account holder | $5,509 | $5,519-0.2% | $9,284-40.7% | $4,888+12.7% |