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 | $29,763 | $158,817-81.3% | $121,196-75.4% | $135,375-78.0% |
| Participation rate | 72.7% | 79.3%-6.6pp | 71.7%+1.0pp | 82.6%-9.9pp |
| Annual return | -5.59% | -0.64%-5.0pp | 16.93%-22.5pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,381 | $5,665-75.6% | $4,022-65.7% | $4,779-71.1% |
| Participant deferral / active EE | $3,718 | $4,005-7.2% | $3,344+11.2% | $5,609-33.7% |
| Admin fee / account holder | $1,111 | $6,512-82.9% | $5,019-77.9% | $10,827-89.7% |