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 | $57,022 | $77,813-26.7% | $123,544-53.8% | $64,186-11.2% |
| Participation rate | 70.8% | 74.7%-3.9pp | 82.3%-11.5pp | 69.6%+1.3pp |
| Annual return | -4.14% | 12.48%-16.6pp | 119.20%-123.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,714 | $3,014-43.1% | $4,628-63.0% | $2,381-28.0% |
| Participant deferral / active EE | $3,036 | $5,240-42.1% | $6,426-52.8% | $3,470-12.5% |
| Admin fee / account holder | $1,574 | $5,519-71.5% | $9,284-83.0% | $4,888-67.8% |