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 | $38,270 | $86,699-55.9% | $73,307-47.8% | $125,391-69.5% |
| Participation rate | 77.8% | 78.6%-0.8pp | 74.9%+2.9pp | 83.2%-5.4pp |
| Annual return | -2.66% | 2.78%-5.4pp | 5.67%-8.3pp | 282.22%-284.9pp |
| Employer contribution / active EE | $1,265 | $4,152-69.5% | $3,237-60.9% | $4,866-74.0% |
| Participant deferral / active EE | $5,093 | $5,550-8.2% | $4,991+2.0% | $5,352-4.8% |
| Admin fee / account holder | $5,059 | $7,771-34.9% | $5,637-10.2% | $9,540-47.0% |