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 | $39,957 | $77,813-48.6% | $123,544-67.7% | $64,186-37.7% |
| Participation rate | 87.1% | 74.7%+12.4pp | 82.3%+4.8pp | 69.6%+17.5pp |
| Annual return | -4.57% | 12.48%-17.1pp | 119.20%-123.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,820 | $3,014-39.6% | $4,628-60.7% | $2,381-23.6% |
| Participant deferral / active EE | $4,572 | $5,240-12.7% | $6,426-28.8% | $3,470+31.8% |
| Admin fee / account holder | $1,275 | $5,519-76.9% | $9,284-86.3% | $4,888-73.9% |