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 | $52,194 | $76,000-31.3% | $154,107-66.1% | $64,186-18.7% |
| Participation rate | 70.4% | 70.4%0pp | 83.0%-12.7pp | 69.6%+0.8pp |
| Annual return | -7.93% | 30.32%-38.2pp | 735.12%-743.0pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,514 | $3,351-54.8% | $5,298-71.4% | $2,381-36.4% |
| Participant deferral / active EE | $2,919 | $3,175-8.1% | $5,081-42.5% | $3,470-15.9% |
| Admin fee / account holder | $450 | $5,596-92.0% | $13,411-96.6% | $4,888-90.8% |