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 | $46,448 | $77,813-40.3% | $123,544-62.4% | $64,186-27.6% |
| Participation rate | 95.0% | 74.7%+20.3pp | 82.3%+12.7pp | 69.6%+25.4pp |
| Annual return | -6.12% | 12.48%-18.6pp | 119.20%-125.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $3,033 | $3,014+0.6% | $4,628-34.5% | $2,381+27.4% |
| Participant deferral / active EE | $17,108 | $5,240+226.5% | $6,426+166.2% | $3,470+393.1% |
| Admin fee / account holder | $738 | $5,519-86.6% | $9,284-92.1% | $4,888-84.9% |