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 | $28,371 | $72,404-60.8% | $110,238-74.3% | $64,186-55.8% |
| Participation rate | 92.1% | 73.3%+18.8pp | 79.8%+12.3pp | 69.6%+22.5pp |
| Annual return | -5.24% | -6.29%+1.0pp | 314.74%-320.0pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,050 | $2,282-54.0% | $3,826-72.5% | $2,381-55.9% |
| Participant deferral / active EE | $1,734 | $3,469-50.0% | $4,672-62.9% | $3,470-50.0% |
| Admin fee / account holder | $2,327 | $5,664-58.9% | $8,547-72.8% | $4,888-52.4% |