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 | $85,294 | $131,829-35.3% | $108,579-21.4% | $273,961-68.9% |
| Participation rate | 92.9% | 83.5%+9.4pp | 79.6%+13.3pp | 83.0%+9.8pp |
| Annual return | 4.10% | -91.57%+95.7pp | -51.70%+55.8pp | 41.45%-37.4pp |
| Employer contribution / active EE | $4,008 | $4,912-18.4% | $3,758+6.6% | $4,869-17.7% |
| Participant deferral / active EE | $10,311 | $5,127+101.1% | $4,311+139.2% | $5,287+95.0% |
| Admin fee / account holder | $4,426 | $10,252-56.8% | $7,645-42.1% | $10,132-56.3% |