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 9-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 | $34,239 | $77,813-56.0% | $123,544-72.3% | $64,186-46.7% |
| Participation rate | 76.3% | 74.7%+1.6pp | 82.3%-6.0pp | 69.6%+6.7pp |
| Annual return | -5.58% | 12.48%-18.1pp | 119.20%-124.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,433 | $3,014-52.4% | $4,628-69.0% | $2,381-39.8% |
| Participant deferral / active EE | $2,745 | $5,240-47.6% | $6,426-57.3% | $3,470-20.9% |
| Admin fee / account holder | $2,522 | $5,519-54.3% | $9,284-72.8% | $4,888-48.4% |