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 | $34,479 | $131,829-73.8% | $108,579-68.2% | $273,961-87.4% |
| Participation rate | 81.8% | 83.5%-1.6pp | 79.6%+2.2pp | 83.0%-1.2pp |
| Annual return | 9.30% | -91.57%+100.9pp | -51.70%+61.0pp | 41.45%-32.1pp |
| Employer contribution / active EE | $2,771 | $4,912-43.6% | $3,758-26.3% | $4,869-43.1% |
| Participant deferral / active EE | $8,604 | $5,127+67.8% | $4,311+99.6% | $5,287+62.7% |
| Admin fee / account holder | $6,017 | $10,252-41.3% | $7,645-21.3% | $10,132-40.6% |