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 | $55,801 | $72,404-22.9% | $110,238-49.4% | $64,186-13.1% |
| Participation rate | 77.1% | 73.3%+3.7pp | 79.8%-2.7pp | 69.6%+7.5pp |
| Annual return | -3.83% | -6.29%+2.5pp | 314.74%-318.6pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,674 | $2,282-26.6% | $3,826-56.2% | $2,381-29.7% |
| Participant deferral / active EE | $3,927 | $3,469+13.2% | $4,672-15.9% | $3,470+13.2% |
| Admin fee / account holder | $6,626 | $5,664+17.0% | $8,547-22.5% | $4,888+35.6% |