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 | $108,096 | $131,829-18.0% | $108,579-0.4% | $273,961-60.5% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 4.31% | -91.57%+95.9pp | -51.70%+56.0pp | 41.45%-37.1pp |
| Employer contribution / active EE | $3,082 | $4,912-37.3% | $3,758-18.0% | $4,869-36.7% |
| Participant deferral / active EE | $3,967 | $5,127-22.6% | $4,311-8.0% | $5,287-25.0% |
| Admin fee / account holder | $743 | $10,252-92.8% | $7,645-90.3% | $10,132-92.7% |