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 | $46,869 | $77,813-39.8% | $123,544-62.1% | $64,186-27.0% |
| Participation rate | 80.4% | 74.7%+5.6pp | 82.3%-1.9pp | 69.6%+10.8pp |
| Annual return | -7.77% | 12.48%-20.3pp | 119.20%-127.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $948 | $3,014-68.6% | $4,628-79.5% | $2,381-60.2% |
| Participant deferral / active EE | $2,879 | $5,240-45.1% | $6,426-55.2% | $3,470-17.0% |
| Admin fee / account holder | $1,585 | $5,519-71.3% | $9,284-82.9% | $4,888-67.6% |