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 | $50,682 | $72,404-30.0% | $110,238-54.0% | $64,186-21.0% |
| Participation rate | 74.5% | 73.3%+1.2pp | 79.8%-5.3pp | 69.6%+4.9pp |
| Annual return | -2.15% | -6.29%+4.1pp | 314.74%-316.9pp | 7.63%-9.8pp |
| Employer contribution / active EE | $636 | $2,282-72.1% | $3,826-83.4% | $2,381-73.3% |
| Participant deferral / active EE | $3,014 | $3,469-13.1% | $4,672-35.5% | $3,470-13.1% |
| Admin fee / account holder | $6,627 | $5,664+17.0% | $8,547-22.5% | $4,888+35.6% |