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 | $42,195 | $64,707-34.8% | $112,228-62.4% | $68,494-38.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -14.67% | -11.40%-3.3pp | 27.45%-42.1pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,368 | $2,746-50.2% | $3,635-62.4% | $2,596-47.3% |
| Participant deferral / active EE | $6,597 | $3,565+85.0% | $4,728+39.5% | $4,027+63.8% |
| Admin fee / account holder | $1,659 | $5,232-68.3% | $6,410-74.1% | $5,403-69.3% |