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 | $41,694 | $71,883-42.0% | $86,677-51.9% | $68,494-39.1% |
| Participation rate | 72.2% | 72.2%0pp | 76.6%-4.4pp | 67.9%+4.3pp |
| Annual return | -17.64% | 3.52%-21.2pp | 35.91%-53.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $735 | $2,173-66.2% | $2,836-74.1% | $2,596-71.7% |
| Participant deferral / active EE | $2,880 | $3,779-23.8% | $4,656-38.1% | $4,027-28.5% |
| Admin fee / account holder | $417 | $6,112-93.2% | $7,493-94.4% | $5,403-92.3% |