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 | $36,986 | $131,829-71.9% | $108,579-65.9% | $273,961-86.5% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 12.00% | -91.57%+103.6pp | -51.70%+63.7pp | 41.45%-29.5pp |
| Employer contribution / active EE | $5,670 | $4,912+15.4% | $3,758+50.9% | $4,869+16.5% |
| Participant deferral / active EE | $5,908 | $5,127+15.2% | $4,311+37.1% | $5,287+11.8% |
| Admin fee / account holder | $550 | $10,252-94.6% | $7,645-92.8% | $10,132-94.6% |