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 | $122,293 | $107,791+13.5% | $90,645+34.9% | $135,375-9.7% |
| Participation rate | 76.9% | 78.0%-1.1pp | 74.0%+2.9pp | 82.6%-5.7pp |
| Annual return | -4.38% | -0.90%-3.5pp | 1.88%-6.3pp | 519.73%-524.1pp |
| Employer contribution / active EE | $946 | $3,018-68.6% | $2,532-62.6% | $4,779-80.2% |
| Participant deferral / active EE | $3,425 | $3,872-11.6% | $3,4250% | $5,609-38.9% |
| Admin fee / account holder | $2,034 | $5,930-65.7% | $4,994-59.3% | $10,827-81.2% |