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 | $28,911 | $57,354-49.6% | $83,848-65.5% | $64,186-55.0% |
| Participation rate | 75.8% | 68.6%+7.2pp | 76.1%-0.4pp | 69.6%+6.2pp |
| Annual return | -4.37% | 11.38%-15.7pp | 850.88%-855.2pp | 7.63%-12.0pp |
| Employer contribution / active EE | $983 | $2,545-61.4% | $3,631-72.9% | $2,381-58.7% |
| Participant deferral / active EE | $2,267 | $2,993-24.2% | $4,082-44.5% | $3,470-34.7% |
| Admin fee / account holder | $583 | $4,046-85.6% | $5,478-89.4% | $4,888-88.1% |