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 | $34,061 | $65,703-48.2% | $94,224-63.9% | $59,632-42.9% |
| Participation rate | 71.3% | 72.1%-0.9pp | 78.8%-7.5pp | 68.7%+2.6pp |
| Annual return | -0.18% | 5.22%-5.4pp | 10.68%-10.9pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $1,655 | $2,021-18.1% | $3,587-53.8% | $2,203-24.8% |
| Participant deferral / active EE | $2,996 | $3,143-4.7% | $4,320-30.6% | $3,192-6.1% |
| Admin fee / account holder | $935 | $4,264-78.1% | $6,269-85.1% | $4,297-78.2% |