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 | $47,151 | $77,813-39.4% | $123,544-61.8% | $64,186-26.5% |
| Participation rate | 75.8% | 74.7%+1.0pp | 82.3%-6.5pp | 69.6%+6.2pp |
| Annual return | -6.11% | 12.48%-18.6pp | 119.20%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $3,041 | $3,014+0.9% | $4,628-34.3% | $2,381+27.7% |
| Participant deferral / active EE | $6,272 | $5,240+19.7% | $6,426-2.4% | $3,470+80.8% |
| Admin fee / account holder | $9,847 | $5,519+78.4% | $9,284+6.1% | $4,888+101.4% |