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 | $53,811 | $77,813-30.8% | $123,544-56.4% | $64,186-16.2% |
| Participation rate | 83.7% | 74.7%+9.0pp | 82.3%+1.4pp | 69.6%+14.2pp |
| Annual return | -4.89% | 12.48%-17.4pp | 119.20%-124.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,574 | $3,014-14.6% | $4,628-44.4% | $2,381+8.1% |
| Participant deferral / active EE | $4,075 | $5,240-22.2% | $6,426-36.6% | $3,470+17.4% |
| Admin fee / account holder | $406 | $5,519-92.6% | $9,284-95.6% | $4,888-91.7% |