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 | $76,108 | $131,829-42.3% | $108,579-29.9% | $273,961-72.2% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.6%+10.4pp | 83.0%+7.0pp |
| Annual return | 7.61% | -91.57%+99.2pp | -51.70%+59.3pp | 41.45%-33.8pp |
| Employer contribution / active EE | $5,291 | $4,912+7.7% | $3,758+40.8% | $4,869+8.7% |
| Participant deferral / active EE | $7,728 | $5,127+50.7% | $4,311+79.3% | $5,287+46.2% |
| Admin fee / account holder | $1,147 | $10,252-88.8% | $7,645-85.0% | $10,132-88.7% |