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 | $20,945 | $77,813-73.1% | $123,544-83.0% | $64,186-67.4% |
| Participation rate | 70.5% | 74.7%-4.3pp | 82.3%-11.8pp | 69.6%+0.9pp |
| Annual return | -2.67% | 12.48%-15.2pp | 119.20%-121.9pp | 7.63%-10.3pp |
| Employer contribution / active EE | $3,056 | $3,014+1.4% | $4,628-34.0% | $2,381+28.3% |
| Participant deferral / active EE | $2,243 | $5,240-57.2% | $6,426-65.1% | $3,470-35.3% |
| Admin fee / account holder | $355 | $5,519-93.6% | $9,284-96.2% | $4,888-92.7% |