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 | $28,358 | $87,540-67.6% | $75,781-62.6% | $125,391-77.4% |
| Participation rate | 83.3% | 80.2%+3.2pp | 75.8%+7.5pp | 83.2%+0.1pp |
| Annual return | -0.87% | 13.48%-14.4pp | 9.68%-10.5pp | 282.22%-283.1pp |
| Employer contribution / active EE | $1,354 | $3,930-65.5% | $3,323-59.3% | $4,866-72.2% |
| Participant deferral / active EE | $3,241 | $4,229-23.4% | $3,651-11.3% | $5,352-39.4% |
| Admin fee / account holder | $1,651 | $6,502-74.6% | $5,299-68.8% | $9,540-82.7% |