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 | $55,098 | $71,883-23.4% | $86,677-36.4% | $68,494-19.6% |
| Participation rate | 71.8% | 72.2%-0.4pp | 76.6%-4.7pp | 67.9%+3.9pp |
| Annual return | -14.95% | 3.52%-18.5pp | 35.91%-50.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,902 | $2,173-12.5% | $2,836-32.9% | $2,596-26.7% |
| Participant deferral / active EE | $3,069 | $3,779-18.8% | $4,656-34.1% | $4,027-23.8% |
| Admin fee / account holder | $846 | $6,112-86.2% | $7,493-88.7% | $5,403-84.3% |