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 | $27,229 | $72,404-62.4% | $110,238-75.3% | $64,186-57.6% |
| Participation rate | 76.2% | 73.3%+2.9pp | 79.8%-3.6pp | 69.6%+6.6pp |
| Annual return | -1.77% | -6.29%+4.5pp | 314.74%-316.5pp | 7.63%-9.4pp |
| Employer contribution / active EE | $1,017 | $2,282-55.4% | $3,826-73.4% | $2,381-57.3% |
| Participant deferral / active EE | $2,110 | $3,469-39.2% | $4,672-54.8% | $3,470-39.2% |
| Admin fee / account holder | $1,883 | $5,664-66.8% | $8,547-78.0% | $4,888-61.5% |