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 | $91,458 | $131,829-30.6% | $108,579-15.8% | $273,961-66.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.67% | -91.57%+100.2pp | -51.70%+60.4pp | 41.45%-32.8pp |
| Employer contribution / active EE | $1,595 | $4,912-67.5% | $3,758-57.6% | $4,869-67.2% |
| Participant deferral / active EE | $1,827 | $5,127-64.4% | $4,311-57.6% | $5,287-65.5% |
| Admin fee / account holder | $836 | $10,252-91.8% | $7,645-89.1% | $10,132-91.7% |