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 | $39,716 | $57,354-30.8% | $83,848-52.6% | $64,186-38.1% |
| Participation rate | 85.0% | 68.6%+16.4pp | 76.1%+8.9pp | 69.6%+15.4pp |
| Annual return | -4.42% | 11.38%-15.8pp | 850.88%-855.3pp | 7.63%-12.0pp |
| Employer contribution / active EE | $2,208 | $2,545-13.2% | $3,631-39.2% | $2,381-7.2% |
| Participant deferral / active EE | $4,419 | $2,993+47.6% | $4,082+8.3% | $3,470+27.4% |
| Admin fee / account holder | $3,237 | $4,046-20.0% | $5,478-40.9% | $4,888-33.8% |