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 | $32,354 | $77,813-58.4% | $123,544-73.8% | $64,186-49.6% |
| Participation rate | 78.6% | 74.7%+3.9pp | 82.3%-3.7pp | 69.6%+9.0pp |
| Annual return | -3.89% | 12.48%-16.4pp | 119.20%-123.1pp | 7.63%-11.5pp |
| Employer contribution / active EE | $592 | $3,014-80.3% | $4,628-87.2% | $2,381-75.1% |
| Participant deferral / active EE | $2,769 | $5,240-47.1% | $6,426-56.9% | $3,470-20.2% |
| Admin fee / account holder | $3,472 | $5,519-37.1% | $9,284-62.6% | $4,888-29.0% |