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 | $41,020 | $59,805-31.4% | $79,550-48.4% | $68,494-40.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -15.51% | -12.30%-3.2pp | 0.16%-15.7pp | -7.84%-7.7pp |
| Employer contribution / active EE | $6,011 | $1,505+299.4% | $2,413+149.1% | $2,596+131.5% |
| Participant deferral / active EE | $5,581 | $3,024+84.6% | $3,985+40.1% | $4,027+38.6% |
| Admin fee / account holder | $1,747 | $4,835-63.9% | $6,832-74.4% | $5,403-67.7% |