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 | $76,431 | $131,829-42.0% | $108,579-29.6% | $273,961-72.1% |
| Participation rate | 70.6% | 83.5%-12.9pp | 79.6%-9.0pp | 83.0%-12.4pp |
| Annual return | 6.45% | -91.57%+98.0pp | -51.70%+58.1pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,546 | $4,912-68.5% | $3,758-58.9% | $4,869-68.2% |
| Participant deferral / active EE | $2,685 | $5,127-47.6% | $4,311-37.7% | $5,287-49.2% |
| Admin fee / account holder | $3,311 | $10,252-67.7% | $7,645-56.7% | $10,132-67.3% |