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 | $113,368 | $131,829-14.0% | $108,579+4.4% | $273,961-58.6% |
| Participation rate | 81.0% | 83.5%-2.5pp | 79.6%+1.4pp | 83.0%-2.1pp |
| Annual return | 4.83% | -91.57%+96.4pp | -51.70%+56.5pp | 41.45%-36.6pp |
| Employer contribution / active EE | $1,524 | $4,912-69.0% | $3,758-59.5% | $4,869-68.7% |
| Participant deferral / active EE | $4,515 | $5,127-11.9% | $4,311+4.7% | $5,287-14.6% |
| Admin fee / account holder | $537 | $10,252-94.8% | $7,645-93.0% | $10,132-94.7% |