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 | $24,945 | $77,813-67.9% | $123,544-79.8% | $64,186-61.1% |
| Participation rate | 92.2% | 74.7%+17.5pp | 82.3%+9.9pp | 69.6%+22.6pp |
| Annual return | -4.47% | 12.48%-17.0pp | 119.20%-123.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2,621 | $3,014-13.0% | $4,628-43.4% | $2,381+10.1% |
| Participant deferral / active EE | $4,505 | $5,240-14.0% | $6,426-29.9% | $3,470+29.9% |
| Admin fee / account holder | $1,740 | $5,519-68.5% | $9,284-81.3% | $4,888-64.4% |