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 | $43,152 | $99,032-56.4% | $80,019-46.1% | $135,375-68.1% |
| Participation rate | 75.0% | 78.4%-3.4pp | 75.8%-0.8pp | 82.6%-7.6pp |
| Annual return | -7.22% | 15.39%-22.6pp | 11.22%-18.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $2,052 | $3,043-32.6% | $2,468-16.9% | $4,779-57.1% |
| Participant deferral / active EE | $3,266 | $4,282-23.7% | $3,686-11.4% | $5,609-41.8% |
| Admin fee / account holder | $556 | $10,436-94.7% | $6,521-91.5% | $10,827-94.9% |