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 | $121,343 | $131,829-8.0% | $108,579+11.8% | $273,961-55.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.70% | -91.57%+97.3pp | -51.70%+57.4pp | 41.45%-35.8pp |
| Employer contribution / active EE | $3,653 | $4,912-25.6% | $3,758-2.8% | $4,869-25.0% |
| Participant deferral / active EE | $12,330 | $5,127+140.5% | $4,311+186.0% | $5,287+133.2% |
| Admin fee / account holder | $446 | $10,252-95.6% | $7,645-94.2% | $10,132-95.6% |