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 7-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 | $48,926 | $77,813-37.1% | $123,544-60.4% | $64,186-23.8% |
| Participation rate | 78.1% | 74.7%+3.4pp | 82.3%-4.2pp | 69.6%+8.6pp |
| Annual return | -1.41% | 12.48%-13.9pp | 119.20%-120.6pp | 7.63%-9.0pp |
| Employer contribution / active EE | $2,201 | $3,014-27.0% | $4,628-52.4% | $2,381-7.5% |
| Participant deferral / active EE | $7,026 | $5,240+34.1% | $6,426+9.3% | $3,470+102.5% |
| Admin fee / account holder | $3,104 | $5,519-43.8% | $9,284-66.6% | $4,888-36.5% |