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 | $49,741 | $86,699-42.6% | $73,307-32.1% | $125,391-60.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -2.86% | 2.78%-5.6pp | 5.67%-8.5pp | 282.22%-285.1pp |
| Employer contribution / active EE | $5,109 | $4,152+23.0% | $3,237+57.8% | $4,866+5.0% |
| Participant deferral / active EE | $4,618 | $5,550-16.8% | $4,991-7.5% | $5,352-13.7% |
| Admin fee / account holder | $976 | $7,771-87.4% | $5,637-82.7% | $9,540-89.8% |