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 7-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 | $33,053 | $72,404-54.3% | $110,238-70.0% | $64,186-48.5% |
| Participation rate | 75.4% | 73.3%+2.1pp | 79.8%-4.4pp | 69.6%+5.9pp |
| Annual return | 0.00% | -6.29%+6.3pp | 314.74%-314.7pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,966 | $2,282-13.8% | $3,826-48.6% | $2,381-17.4% |
| Participant deferral / active EE | $2,927 | $3,469-15.6% | $4,672-37.3% | $3,470-15.6% |
| Admin fee / account holder | $1,456 | $5,664-74.3% | $8,547-83.0% | $4,888-70.2% |