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 | $46,293 | $84,527-45.2% | $67,711-31.6% | $125,391-63.1% |
| Participation rate | 70.0% | 74.8%-4.8pp | 67.5%+2.5pp | 83.2%-13.2pp |
| Annual return | -2.58% | 2.57%-5.2pp | 25.41%-28.0pp | 282.22%-284.8pp |
| Employer contribution / active EE | $1,438 | $3,292-56.3% | $2,559-43.8% | $4,866-70.4% |
| Participant deferral / active EE | $3,166 | $4,429-28.5% | $3,585-11.7% | $5,352-40.8% |
| Admin fee / account holder | $3,840 | $5,340-28.1% | $4,255-9.8% | $9,540-59.8% |