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 | $76,015 | $131,829-42.3% | $108,579-30.0% | $273,961-72.3% |
| Participation rate | 92.9% | 83.5%+9.4pp | 79.6%+13.3pp | 83.0%+9.8pp |
| Annual return | 8.96% | -91.57%+100.5pp | -51.70%+60.7pp | 41.45%-32.5pp |
| Employer contribution / active EE | $3,084 | $4,912-37.2% | $3,758-17.9% | $4,869-36.7% |
| Participant deferral / active EE | $5,381 | $5,127+5.0% | $4,311+24.8% | $5,287+1.8% |
| Admin fee / account holder | $631 | $10,252-93.8% | $7,645-91.7% | $10,132-93.8% |