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 | $48,020 | $45,863+4.7% | $77,024-37.7% | $68,494-29.9% |
| Participation rate | 97.6% | 55.9%+41.7pp | 67.9%+29.7pp | 67.9%+29.7pp |
| Annual return | -19.12% | 1.72%-20.8pp | 42.32%-61.4pp | -7.84%-11.3pp |
| Employer contribution / active EE | $3,865 | $1,650+134.3% | $2,812+37.4% | $2,596+48.9% |
| Participant deferral / active EE | $3,987 | $2,962+34.6% | $4,426-9.9% | $4,027-1.0% |
| Admin fee / account holder | $2,279 | $3,041-25.1% | $5,425-58.0% | $5,403-57.8% |