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 | $62,616 | $131,829-52.5% | $108,579-42.3% | $273,961-77.1% |
| Participation rate | 77.8% | 83.5%-5.7pp | 79.6%-1.8pp | 83.0%-5.2pp |
| Annual return | 6.59% | -91.57%+98.2pp | -51.70%+58.3pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,906 | $4,912-61.2% | $3,758-49.3% | $4,869-60.8% |
| Participant deferral / active EE | $5,500 | $5,127+7.3% | $4,311+27.6% | $5,287+4.0% |
| Admin fee / account holder | $928 | $10,252-90.9% | $7,645-87.9% | $10,132-90.8% |