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 | $73,578 | $77,813-5.4% | $123,544-40.4% | $64,186+14.6% |
| Participation rate | 86.1% | 74.7%+11.4pp | 82.3%+3.8pp | 69.6%+16.5pp |
| Annual return | -4.56% | 12.48%-17.0pp | 119.20%-123.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $978 | $3,014-67.6% | $4,628-78.9% | $2,381-58.9% |
| Participant deferral / active EE | $4,297 | $5,240-18.0% | $6,426-33.1% | $3,470+23.9% |
| Admin fee / account holder | $14,530 | $5,519+163.3% | $9,284+56.5% | $4,888+197.3% |