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 | $57,599 | $77,813-26.0% | $123,544-53.4% | $64,186-10.3% |
| Participation rate | 77.4% | 74.7%+2.7pp | 82.3%-4.9pp | 69.6%+7.9pp |
| Annual return | -4.67% | 12.48%-17.2pp | 119.20%-123.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,366 | $3,014-54.7% | $4,628-70.5% | $2,381-42.6% |
| Participant deferral / active EE | $3,010 | $5,240-42.6% | $6,426-53.2% | $3,470-13.2% |
| Admin fee / account holder | $699 | $5,519-87.3% | $9,284-92.5% | $4,888-85.7% |