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 | $55,654 | $72,404-23.1% | $110,238-49.5% | $64,186-13.3% |
| Participation rate | 85.7% | 73.3%+12.4pp | 79.8%+5.9pp | 69.6%+16.1pp |
| Annual return | -2.62% | -6.29%+3.7pp | 314.74%-317.4pp | 7.63%-10.3pp |
| Employer contribution / active EE | $2,096 | $2,282-8.1% | $3,826-45.2% | $2,381-12.0% |
| Participant deferral / active EE | $3,849 | $3,469+11.0% | $4,672-17.6% | $3,470+10.9% |
| Admin fee / account holder | $777 | $5,664-86.3% | $8,547-90.9% | $4,888-84.1% |