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 | $82,855 | $131,829-37.1% | $108,579-23.7% | $273,961-69.8% |
| Participation rate | 70.8% | 83.5%-12.6pp | 79.6%-8.7pp | 83.0%-12.2pp |
| Annual return | 7.54% | -91.57%+99.1pp | -51.70%+59.2pp | 41.45%-33.9pp |
| Employer contribution / active EE | $2,835 | $4,912-42.3% | $3,758-24.6% | $4,869-41.8% |
| Participant deferral / active EE | $5,930 | $5,127+15.7% | $4,311+37.6% | $5,287+12.2% |
| Admin fee / account holder | $2,321 | $10,252-77.4% | $7,645-69.6% | $10,132-77.1% |