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 | $48,533 | $77,813-37.6% | $123,544-60.7% | $64,186-24.4% |
| Participation rate | 82.5% | 74.7%+7.7pp | 82.3%+0.2pp | 69.6%+12.9pp |
| Annual return | -6.51% | 12.48%-19.0pp | 119.20%-125.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,585 | $3,014-47.4% | $4,628-65.8% | $2,381-33.4% |
| Participant deferral / active EE | $3,584 | $5,240-31.6% | $6,426-44.2% | $3,470+3.3% |
| Admin fee / account holder | $3,300 | $5,519-40.2% | $9,284-64.5% | $4,888-32.5% |