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 | $71,181 | $131,829-46.0% | $108,579-34.4% | $273,961-74.0% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 10.99% | -91.57%+102.6pp | -51.70%+62.7pp | 41.45%-30.5pp |
| Employer contribution / active EE | $1,133 | $4,912-76.9% | $3,758-69.8% | $4,869-76.7% |
| Participant deferral / active EE | $6,062 | $5,127+18.2% | $4,311+40.6% | $5,287+14.7% |
| Admin fee / account holder | $713 | $10,252-93.0% | $7,645-90.7% | $10,132-93.0% |