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 | $45,277 | $62,586-27.7% | $76,768-41.0% | $64,186-29.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -5.17% | -1.95%-3.2pp | 2.43%-7.6pp | 7.63%-12.8pp |
| Employer contribution / active EE | $3,958 | $1,832+116.0% | $2,485+59.3% | $2,381+66.2% |
| Participant deferral / active EE | $3,600 | $3,145+14.5% | $3,852-6.5% | $3,470+3.8% |
| Admin fee / account holder | $8,754 | $4,667+87.6% | $6,675+31.2% | $4,888+79.1% |