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 | $43,105 | $131,829-67.3% | $108,579-60.3% | $273,961-84.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.98% | -91.57%+100.5pp | -51.70%+60.7pp | 41.45%-32.5pp |
| Employer contribution / active EE | $8,194 | $4,912+66.8% | $3,758+118.0% | $4,869+68.3% |
| Participant deferral / active EE | $3,879 | $5,127-24.3% | $4,311-10.0% | $5,287-26.6% |
| Admin fee / account holder | $2,339 | $10,252-77.2% | $7,645-69.4% | $10,132-76.9% |