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 | $107,351 | $131,829-18.6% | $108,579-1.1% | $273,961-60.8% |
| Participation rate | 73.9% | 83.5%-9.5pp | 79.6%-5.7pp | 83.0%-9.1pp |
| Annual return | 5.42% | -91.57%+97.0pp | -51.70%+57.1pp | 41.45%-36.0pp |
| Employer contribution / active EE | $3,165 | $4,912-35.6% | $3,758-15.8% | $4,869-35.0% |
| Participant deferral / active EE | $6,887 | $5,127+34.3% | $4,311+59.8% | $5,287+30.3% |
| Admin fee / account holder | $2,698 | $10,252-73.7% | $7,645-64.7% | $10,132-73.4% |