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 | $43,464 | $56,357-22.9% | $104,294-58.3% | $68,494-36.5% |
| Participation rate | 85.7% | 63.3%+22.5pp | 73.3%+12.5pp | 67.9%+17.8pp |
| Annual return | -13.33% | -9.19%-4.1pp | 24.61%-37.9pp | -7.84%-5.5pp |
| Employer contribution / active EE | $4,572 | $1,960+133.3% | $3,372+35.6% | $2,596+76.1% |
| Participant deferral / active EE | $4,378 | $3,077+42.3% | $4,625-5.3% | $4,027+8.7% |
| Admin fee / account holder | $6,322 | $4,903+29.0% | $7,339-13.9% | $5,403+17.0% |