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 | $50,883 | $77,813-34.6% | $123,544-58.8% | $64,186-20.7% |
| Participation rate | 84.6% | 74.7%+9.9pp | 82.3%+2.3pp | 69.6%+15.0pp |
| Annual return | -5.08% | 12.48%-17.6pp | 119.20%-124.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $3,068 | $3,014+1.8% | $4,628-33.7% | $2,381+28.8% |
| Participant deferral / active EE | $2,853 | $5,240-45.5% | $6,426-55.6% | $3,470-17.8% |
| Admin fee / account holder | $34,876 | $5,519+532.0% | $9,284+275.7% | $4,888+613.5% |