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 | $78,319 | $131,829-40.6% | $108,579-27.9% | $273,961-71.4% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 9.09% | -91.57%+100.7pp | -51.70%+60.8pp | 41.45%-32.4pp |
| Employer contribution / active EE | $2,615 | $4,912-46.8% | $3,758-30.4% | $4,869-46.3% |
| Participant deferral / active EE | $7,037 | $5,127+37.3% | $4,311+63.2% | $5,287+33.1% |
| Admin fee / account holder | $633 | $10,252-93.8% | $7,645-91.7% | $10,132-93.8% |