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 | $43,926 | $92,222-52.4% | $76,768-42.8% | $135,375-67.6% |
| Participation rate | 76.9% | 79.8%-2.8pp | 77.0%0pp | 82.6%-5.7pp |
| Annual return | -8.44% | 5.46%-13.9pp | 2.43%-10.9pp | 519.73%-528.2pp |
| Employer contribution / active EE | $1,610 | $3,216-49.9% | $2,485-35.2% | $4,779-66.3% |
| Participant deferral / active EE | $2,831 | $4,509-37.2% | $3,852-26.5% | $5,609-49.5% |
| Admin fee / account holder | $564 | $10,748-94.7% | $6,675-91.5% | $10,827-94.8% |