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 | $46,333 | $71,883-35.5% | $86,677-46.5% | $68,494-32.4% |
| Participation rate | 71.1% | 72.2%-1.1pp | 76.6%-5.5pp | 67.9%+3.2pp |
| Annual return | -15.39% | 3.52%-18.9pp | 35.91%-51.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,790 | $2,173-17.6% | $2,836-36.9% | $2,596-31.1% |
| Participant deferral / active EE | $4,197 | $3,779+11.1% | $4,656-9.9% | $4,027+4.2% |
| Admin fee / account holder | $2,986 | $6,112-51.1% | $7,493-60.2% | $5,403-44.7% |