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 | $46,482 | $87,540-46.9% | $75,781-38.7% | $125,391-62.9% |
| Participation rate | 85.0% | 80.2%+4.8pp | 75.8%+9.2pp | 83.2%+1.8pp |
| Annual return | -2.68% | 13.48%-16.2pp | 9.68%-12.4pp | 282.22%-284.9pp |
| Employer contribution / active EE | $2,282 | $3,930-41.9% | $3,323-31.3% | $4,866-53.1% |
| Participant deferral / active EE | $4,527 | $4,229+7.0% | $3,651+24.0% | $5,352-15.4% |
| Admin fee / account holder | $462 | $6,502-92.9% | $5,299-91.3% | $9,540-95.2% |