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 | $97,425 | $131,829-26.1% | $108,579-10.3% | $273,961-64.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.17% | -91.57%+99.7pp | -51.70%+59.9pp | 41.45%-33.3pp |
| Employer contribution / active EE | $1,685 | $4,912-65.7% | $3,758-55.2% | $4,869-65.4% |
| Participant deferral / active EE | $1,973 | $5,127-61.5% | $4,311-54.2% | $5,287-62.7% |
| Admin fee / account holder | $1,909 | $10,252-81.4% | $7,645-75.0% | $10,132-81.2% |