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 | $104,546 | $152,509-31.4% | $117,472-11.0% | $134,475-22.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 0.60% | 52.99%-52.4pp | 29.74%-29.1pp | 417.96%-417.4pp |
| Employer contribution / active EE | $948 | $5,571-83.0% | $4,176-77.3% | $4,740-80.0% |
| Participant deferral / active EE | $3,727 | $4,818-22.6% | $4,070-8.4% | $6,400-41.8% |
| Admin fee / account holder | $3,403 | $7,004-51.4% | $5,645-39.7% | $11,426-70.2% |