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 | $34,537 | $72,404-52.3% | $110,238-68.7% | $64,186-46.2% |
| Participation rate | 85.3% | 73.3%+12.0pp | 79.8%+5.5pp | 69.6%+15.8pp |
| Annual return | -5.60% | -6.29%+0.7pp | 314.74%-320.3pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,834 | $2,282-19.6% | $3,826-52.1% | $2,381-23.0% |
| Participant deferral / active EE | $1,923 | $3,469-44.6% | $4,672-58.8% | $3,470-44.6% |
| Admin fee / account holder | $1,522 | $5,664-73.1% | $8,547-82.2% | $4,888-68.9% |