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 | $42,515 | $72,404-41.3% | $110,238-61.4% | $64,186-33.8% |
| Participation rate | 75.8% | 73.3%+2.4pp | 79.8%-4.1pp | 69.6%+6.2pp |
| Annual return | -1.62% | -6.29%+4.7pp | 314.74%-316.4pp | 7.63%-9.3pp |
| Employer contribution / active EE | $1,932 | $2,282-15.3% | $3,826-49.5% | $2,381-18.8% |
| Participant deferral / active EE | $4,768 | $3,469+37.4% | $4,672+2.1% | $3,470+37.4% |
| Admin fee / account holder | $5,957 | $5,664+5.2% | $8,547-30.3% | $4,888+21.9% |