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 | $54,451 | $72,404-24.8% | $110,238-50.6% | $64,186-15.2% |
| Participation rate | 74.4% | 73.3%+1.0pp | 79.8%-5.5pp | 69.6%+4.8pp |
| Annual return | -3.58% | -6.29%+2.7pp | 314.74%-318.3pp | 7.63%-11.2pp |
| Employer contribution / active EE | $1,125 | $2,282-50.7% | $3,826-70.6% | $2,381-52.7% |
| Participant deferral / active EE | $3,555 | $3,469+2.5% | $4,672-23.9% | $3,470+2.5% |
| Admin fee / account holder | $1,585 | $5,664-72.0% | $8,547-81.5% | $4,888-67.6% |