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 | $59,776 | $131,829-54.7% | $108,579-44.9% | $273,961-78.2% |
| Participation rate | 73.3% | 83.5%-10.1pp | 79.6%-6.2pp | 83.0%-9.7pp |
| Annual return | 3.62% | -91.57%+95.2pp | -51.70%+55.3pp | 41.45%-37.8pp |
| Employer contribution / active EE | $3,916 | $4,912-20.3% | $3,758+4.2% | $4,869-19.6% |
| Participant deferral / active EE | $4,834 | $5,127-5.7% | $4,311+12.1% | $5,287-8.6% |
| Admin fee / account holder | $1,824 | $10,252-82.2% | $7,645-76.1% | $10,132-82.0% |