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 | $61,804 | $131,829-53.1% | $108,579-43.1% | $273,961-77.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.45% | -91.57%+101.0pp | -51.70%+61.1pp | 41.45%-32.0pp |
| Employer contribution / active EE | $3,215 | $4,912-34.6% | $3,758-14.5% | $4,869-34.0% |
| Participant deferral / active EE | $7,400 | $5,127+44.3% | $4,311+71.7% | $5,287+40.0% |
| Admin fee / account holder | $1,615 | $10,252-84.2% | $7,645-78.9% | $10,132-84.1% |