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 | $39,533 | $77,813-49.2% | $123,544-68.0% | $64,186-38.4% |
| Participation rate | 80.5% | 74.7%+5.8pp | 82.3%-1.8pp | 69.6%+10.9pp |
| Annual return | -5.08% | 12.48%-17.6pp | 119.20%-124.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,729 | $3,014-9.4% | $4,628-41.0% | $2,381+14.6% |
| Participant deferral / active EE | $5,121 | $5,240-2.3% | $6,426-20.3% | $3,470+47.6% |
| Admin fee / account holder | $378 | $5,519-93.2% | $9,284-95.9% | $4,888-92.3% |