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 | $83,806 | $154,117-45.6% | $129,995-35.5% | $139,434-39.9% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 19.00% | 32.48%-13.5pp | -137.18%+156.2pp | 372.94%-353.9pp |
| Employer contribution / active EE | $5,300 | $5,289+0.2% | $4,320+22.7% | $4,751+11.6% |
| Participant deferral / active EE | $10,213 | $6,710+52.2% | $5,820+75.5% | $6,710+52.2% |
| Admin fee / account holder | $589 | $14,007-95.8% | $10,614-94.4% | $11,403-94.8% |