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 | $25,449 | $77,813-67.3% | $123,544-79.4% | $64,186-60.4% |
| Participation rate | 86.8% | 74.7%+12.1pp | 82.3%+4.5pp | 69.6%+17.2pp |
| Annual return | -5.92% | 12.48%-18.4pp | 119.20%-125.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,929 | $3,014-36.0% | $4,628-58.3% | $2,381-19.0% |
| Participant deferral / active EE | $2,775 | $5,240-47.0% | $6,426-56.8% | $3,470-20.0% |
| Admin fee / account holder | $3,020 | $5,519-45.3% | $9,284-67.5% | $4,888-38.2% |