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 | $105,823 | $131,829-19.7% | $108,579-2.5% | $273,961-61.4% |
| Participation rate | 94.1% | 83.5%+10.7pp | 79.6%+14.5pp | 83.0%+11.1pp |
| Annual return | 4.54% | -91.57%+96.1pp | -51.70%+56.2pp | 41.45%-36.9pp |
| Employer contribution / active EE | $7,651 | $4,912+55.8% | $3,758+103.6% | $4,869+57.2% |
| Participant deferral / active EE | $5,820 | $5,127+13.5% | $4,311+35.0% | $5,287+10.1% |
| Admin fee / account holder | $1,077 | $10,252-89.5% | $7,645-85.9% | $10,132-89.4% |