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 | $43,921 | $72,404-39.3% | $110,238-60.2% | $64,186-31.6% |
| Participation rate | 78.4% | 73.3%+5.0pp | 79.8%-1.4pp | 69.6%+8.8pp |
| Annual return | -1.24% | -6.29%+5.0pp | 314.74%-316.0pp | 7.63%-8.9pp |
| Employer contribution / active EE | $1,829 | $2,282-19.8% | $3,826-52.2% | $2,381-23.2% |
| Participant deferral / active EE | $4,340 | $3,469+25.1% | $4,672-7.1% | $3,470+25.1% |
| Admin fee / account holder | $3,908 | $5,664-31.0% | $8,547-54.3% | $4,888-20.1% |