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 | $82,001 | $140,588-41.7% | $123,104-33.4% | $125,391-34.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.32% | 16.80%-19.1pp | 13.22%-15.5pp | 282.22%-284.5pp |
| Employer contribution / active EE | $5,757 | $6,041-4.7% | $5,151+11.8% | $4,866+18.3% |
| Participant deferral / active EE | $3,977 | $6,980-43.0% | $6,230-36.2% | $5,352-25.7% |
| Admin fee / account holder | $2,490 | $11,198-77.8% | $9,015-72.4% | $9,540-73.9% |