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 | $33,912 | $131,829-74.3% | $108,579-68.8% | $273,961-87.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.05% | -91.57%+99.6pp | -51.70%+59.7pp | 41.45%-33.4pp |
| Employer contribution / active EE | $2,487 | $4,912-49.4% | $3,758-33.8% | $4,869-48.9% |
| Participant deferral / active EE | $3,639 | $5,127-29.0% | $4,311-15.6% | $5,287-31.2% |
| Admin fee / account holder | $515 | $10,252-95.0% | $7,645-93.3% | $10,132-94.9% |