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 | $41,785 | $73,004-42.8% | $90,749-54.0% | $68,494-39.0% |
| Participation rate | 72.3% | 70.8%+1.5pp | 75.7%-3.4pp | 67.9%+4.4pp |
| Annual return | -5.30% | -13.81%+8.5pp | -12.16%+6.9pp | -7.84%+2.5pp |
| Employer contribution / active EE | $2,121 | $2,193-3.3% | $2,921-27.4% | $2,596-18.3% |
| Participant deferral / active EE | $4,449 | $3,627+22.7% | $4,564-2.5% | $4,027+10.5% |
| Admin fee / account holder | $5,146 | $5,896-12.7% | $8,445-39.1% | $5,403-4.8% |