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 | $47,910 | $84,527-43.3% | $67,711-29.2% | $125,391-61.8% |
| Participation rate | 84.6% | 74.8%+9.8pp | 67.5%+17.1pp | 83.2%+1.4pp |
| Annual return | -1.83% | 2.57%-4.4pp | 25.41%-27.2pp | 282.22%-284.1pp |
| Employer contribution / active EE | $2,816 | $3,292-14.4% | $2,559+10.0% | $4,866-42.1% |
| Participant deferral / active EE | $7,429 | $4,429+67.7% | $3,585+107.2% | $5,352+38.8% |
| Admin fee / account holder | $9,829 | $5,340+84.1% | $4,255+131.0% | $9,540+3.0% |