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 | $78,809 | $131,829-40.2% | $108,579-27.4% | $273,961-71.2% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.6%+10.4pp | 83.0%+7.0pp |
| Annual return | 8.09% | -91.57%+99.7pp | -51.70%+59.8pp | 41.45%-33.4pp |
| Employer contribution / active EE | $3,914 | $4,912-20.3% | $3,758+4.2% | $4,869-19.6% |
| Participant deferral / active EE | $9,648 | $5,127+88.2% | $4,311+123.8% | $5,287+82.5% |
| Admin fee / account holder | $1,841 | $10,252-82.0% | $7,645-75.9% | $10,132-81.8% |