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 | $89,739 | $131,829-31.9% | $108,579-17.4% | $273,961-67.2% |
| Participation rate | 93.8% | 83.5%+10.3pp | 79.6%+14.2pp | 83.0%+10.7pp |
| Annual return | 5.09% | -91.57%+96.7pp | -51.70%+56.8pp | 41.45%-36.4pp |
| Employer contribution / active EE | $1,555 | $4,912-68.3% | $3,758-58.6% | $4,869-68.1% |
| Participant deferral / active EE | $4,043 | $5,127-21.2% | $4,311-6.2% | $5,287-23.5% |
| Admin fee / account holder | $1,314 | $10,252-87.2% | $7,645-82.8% | $10,132-87.0% |