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 | $79,175 | $77,813+1.7% | $123,544-35.9% | $64,186+23.4% |
| Participation rate | 70.7% | 74.7%-4.0pp | 82.3%-11.6pp | 69.6%+1.1pp |
| Annual return | -3.75% | 12.48%-16.2pp | 119.20%-122.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $2,383 | $3,014-20.9% | $4,628-48.5% | $2,381+0.1% |
| Participant deferral / active EE | $5,145 | $5,240-1.8% | $6,426-19.9% | $3,470+48.3% |
| Admin fee / account holder | $2,654 | $5,519-51.9% | $9,284-71.4% | $4,888-45.7% |