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 | $43,438 | $77,813-44.2% | $123,544-64.8% | $64,186-32.3% |
| Participation rate | 73.8% | 74.7%-0.9pp | 82.3%-8.5pp | 69.6%+4.2pp |
| Annual return | -4.59% | 12.48%-17.1pp | 119.20%-123.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,106 | $3,014-63.3% | $4,628-76.1% | $2,381-53.5% |
| Participant deferral / active EE | $4,846 | $5,240-7.5% | $6,426-24.6% | $3,470+39.7% |
| Admin fee / account holder | $24,261 | $5,519+339.6% | $9,284+161.3% | $4,888+396.3% |