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 | $46,675 | $72,404-35.5% | $110,238-57.7% | $64,186-27.3% |
| Participation rate | 78.9% | 73.3%+5.6pp | 79.8%-0.9pp | 69.6%+9.4pp |
| Annual return | -4.89% | -6.29%+1.4pp | 314.74%-319.6pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,404 | $2,282-38.5% | $3,826-63.3% | $2,381-41.0% |
| Participant deferral / active EE | $3,136 | $3,469-9.6% | $4,672-32.9% | $3,470-9.6% |
| Admin fee / account holder | $779 | $5,664-86.3% | $8,547-90.9% | $4,888-84.1% |