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 | $66,499 | $77,813-14.5% | $123,544-46.2% | $64,186+3.6% |
| Participation rate | 76.5% | 74.7%+1.8pp | 82.3%-5.8pp | 69.6%+6.9pp |
| Annual return | -0.77% | 12.48%-13.3pp | 119.20%-120.0pp | 7.63%-8.4pp |
| Employer contribution / active EE | $1,128 | $3,014-62.6% | $4,628-75.6% | $2,381-52.6% |
| Participant deferral / active EE | $3,570 | $5,240-31.9% | $6,426-44.4% | $3,470+2.9% |
| Admin fee / account holder | $5,668 | $5,519+2.7% | $9,284-38.9% | $4,888+16.0% |