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 | $48,443 | $64,707-25.1% | $112,228-56.8% | $68,494-29.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -18.39% | -11.40%-7.0pp | 27.45%-45.8pp | -7.84%-10.5pp |
| Employer contribution / active EE | $3,721 | $2,746+35.5% | $3,635+2.4% | $2,596+43.3% |
| Participant deferral / active EE | $7,111 | $3,565+99.5% | $4,728+50.4% | $4,027+76.6% |
| Admin fee / account holder | $8,529 | $5,232+63.0% | $6,410+33.1% | $5,403+57.9% |