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 | $98,378 | $77,813+26.4% | $123,544-20.4% | $64,186+53.3% |
| Participation rate | 70.5% | 74.7%-4.3pp | 82.3%-11.8pp | 69.6%+0.9pp |
| Annual return | -4.24% | 12.48%-16.7pp | 119.20%-123.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $678 | $3,014-77.5% | $4,628-85.4% | $2,381-71.5% |
| Participant deferral / active EE | $4,433 | $5,240-15.4% | $6,426-31.0% | $3,470+27.8% |
| Admin fee / account holder | $4,555 | $5,519-17.5% | $9,284-50.9% | $4,888-6.8% |