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 | $42,954 | $131,829-67.4% | $108,579-60.4% | $273,961-84.3% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.6%+9.3pp | 83.0%+5.9pp |
| Annual return | 2.90% | -91.57%+94.5pp | -51.70%+54.6pp | 41.45%-38.6pp |
| Employer contribution / active EE | $2,962 | $4,912-39.7% | $3,758-21.2% | $4,869-39.2% |
| Participant deferral / active EE | $7,539 | $5,127+47.0% | $4,311+74.9% | $5,287+42.6% |
| Admin fee / account holder | $2,188 | $10,252-78.7% | $7,645-71.4% | $10,132-78.4% |