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 | $54,185 | $77,813-30.4% | $123,544-56.1% | $64,186-15.6% |
| Participation rate | 85.5% | 74.7%+10.8pp | 82.3%+3.2pp | 69.6%+15.9pp |
| Annual return | -7.31% | 12.48%-19.8pp | 119.20%-126.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,508 | $3,014-16.8% | $4,628-45.8% | $2,381+5.4% |
| Participant deferral / active EE | $5,033 | $5,240-3.9% | $6,426-21.7% | $3,470+45.1% |
| Admin fee / account holder | $817 | $5,519-85.2% | $9,284-91.2% | $4,888-83.3% |