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 | $119,410 | $154,117-22.5% | $129,995-8.1% | $139,434-14.4% |
| Participation rate | 82.4% | 82.0%+0.4pp | 78.5%+3.9pp | 80.3%+2.0pp |
| Annual return | 16.81% | 32.48%-15.7pp | -137.18%+154.0pp | 372.94%-356.1pp |
| Employer contribution / active EE | $2,498 | $5,289-52.8% | $4,320-42.2% | $4,751-47.4% |
| Participant deferral / active EE | $5,487 | $6,710-18.2% | $5,820-5.7% | $6,710-18.2% |
| Admin fee / account holder | $4,988 | $14,007-64.4% | $10,614-53.0% | $11,403-56.3% |