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 | $57,420 | $131,829-56.4% | $108,579-47.1% | $273,961-79.0% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 6.92% | -91.57%+98.5pp | -51.70%+58.6pp | 41.45%-34.5pp |
| Employer contribution / active EE | $1,745 | $4,912-64.5% | $3,758-53.6% | $4,869-64.2% |
| Participant deferral / active EE | $2,044 | $5,127-60.1% | $4,311-52.6% | $5,287-61.3% |
| Admin fee / account holder | $6,491 | $10,252-36.7% | $7,645-15.1% | $10,132-35.9% |