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 | $33,004 | $77,813-57.6% | $123,544-73.3% | $64,186-48.6% |
| Participation rate | 77.2% | 74.7%+2.5pp | 82.3%-5.1pp | 69.6%+7.6pp |
| Annual return | -6.47% | 12.48%-19.0pp | 119.20%-125.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,685 | $3,014-44.1% | $4,628-63.6% | $2,381-29.2% |
| Participant deferral / active EE | $3,068 | $5,240-41.4% | $6,426-52.2% | $3,470-11.6% |
| Admin fee / account holder | $800 | $5,519-85.5% | $9,284-91.4% | $4,888-83.6% |