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 | $32,497 | $91,538-64.5% | $129,995-75.0% | $75,163-56.8% |
| Participation rate | 71.4% | 71.4%0pp | 78.5%-7.1pp | 67.2%+4.2pp |
| Annual return | 16.53% | -631.11%+647.6pp | -137.18%+153.7pp | 160.62%-144.1pp |
| Employer contribution / active EE | $2,971 | $2,845+4.4% | $4,320-31.2% | $2,670+11.3% |
| Participant deferral / active EE | $4,676 | $4,341+7.7% | $5,820-19.7% | $4,125+13.4% |
| Admin fee / account holder | $5,627 | $6,790-17.1% | $10,614-47.0% | $5,651-0.4% |