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 | $52,668 | $105,860-50.2% | $90,749-42.0% | $134,475-60.8% |
| Participation rate | 81.3% | 78.2%+3.0pp | 75.7%+5.6pp | 81.2%0pp |
| Annual return | -14.34% | -11.01%-3.3pp | -12.16%-2.2pp | 417.96%-432.3pp |
| Employer contribution / active EE | $2,473 | $3,462-28.6% | $2,921-15.4% | $4,740-47.8% |
| Participant deferral / active EE | $3,679 | $5,216-29.5% | $4,564-19.4% | $6,400-42.5% |
| Admin fee / account holder | $387 | $13,938-97.2% | $8,445-95.4% | $11,426-96.6% |