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 | $50,430 | $77,813-35.2% | $123,544-59.2% | $64,186-21.4% |
| Participation rate | 87.9% | 74.7%+13.2pp | 82.3%+5.6pp | 69.6%+18.3pp |
| Annual return | -4.66% | 12.48%-17.1pp | 119.20%-123.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $3,387 | $3,014+12.4% | $4,628-26.8% | $2,381+42.3% |
| Participant deferral / active EE | $5,930 | $5,240+13.2% | $6,426-7.7% | $3,470+70.9% |
| Admin fee / account holder | $10,890 | $5,519+97.3% | $9,284+17.3% | $4,888+122.8% |