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 | $46,842 | $72,404-35.3% | $110,238-57.5% | $64,186-27.0% |
| Participation rate | 84.4% | 73.3%+11.0pp | 79.8%+4.6pp | 69.6%+14.8pp |
| Annual return | -4.60% | -6.29%+1.7pp | 314.74%-319.3pp | 7.63%-12.2pp |
| Employer contribution / active EE | $2,902 | $2,282+27.2% | $3,826-24.2% | $2,381+21.9% |
| Participant deferral / active EE | $6,983 | $3,469+101.3% | $4,672+49.5% | $3,470+101.3% |
| Admin fee / account holder | $838 | $5,664-85.2% | $8,547-90.2% | $4,888-82.9% |