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 | $50,589 | $73,867-31.5% | $143,757-64.8% | $68,494-26.1% |
| Participation rate | 71.7% | 66.7%+5.0pp | 80.3%-8.6pp | 67.9%+3.8pp |
| Annual return | -12.18% | 1.01%-13.2pp | -0.04%-12.1pp | -7.84%-4.3pp |
| Employer contribution / active EE | $3,032 | $3,184-4.8% | $4,951-38.8% | $2,596+16.8% |
| Participant deferral / active EE | $2,845 | $3,384-15.9% | $5,637-49.5% | $4,027-29.4% |
| Admin fee / account holder | $1,611 | $5,755-72.0% | $14,673-89.0% | $5,403-70.2% |