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 | $47,483 | $87,705-45.9% | $63,517-25.2% | $125,391-62.1% |
| Participation rate | 75.0% | 77.0%-2.0pp | 71.0%+4.0pp | 83.2%-8.2pp |
| Annual return | -1.98% | 21.70%-23.7pp | -70.30%+68.3pp | 282.22%-284.2pp |
| Employer contribution / active EE | $1,120 | $3,601-68.9% | $2,322-51.8% | $4,866-77.0% |
| Participant deferral / active EE | $1,639 | $3,939-58.4% | $2,953-44.5% | $5,352-69.4% |
| Admin fee / account holder | $910 | $11,948-92.4% | $5,892-84.6% | $9,540-90.5% |