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 | $95,243 | $131,829-27.8% | $108,579-12.3% | $273,961-65.2% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.6%+9.3pp | 83.0%+5.9pp |
| Annual return | 5.22% | -91.57%+96.8pp | -51.70%+56.9pp | 41.45%-36.2pp |
| Employer contribution / active EE | $1,849 | $4,912-62.4% | $3,758-50.8% | $4,869-62.0% |
| Participant deferral / active EE | $6,348 | $5,127+23.8% | $4,311+47.3% | $5,287+20.1% |
| Admin fee / account holder | $3,827 | $10,252-62.7% | $7,645-49.9% | $10,132-62.2% |