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 | $50,582 | $131,829-61.6% | $108,579-53.4% | $273,961-81.5% |
| Participation rate | 73.7% | 83.5%-9.8pp | 79.6%-5.9pp | 83.0%-9.3pp |
| Annual return | 6.29% | -91.57%+97.9pp | -51.70%+58.0pp | 41.45%-35.2pp |
| Employer contribution / active EE | $3,567 | $4,912-27.4% | $3,758-5.1% | $4,869-26.7% |
| Participant deferral / active EE | $10,163 | $5,127+98.2% | $4,311+135.7% | $5,287+92.2% |
| Admin fee / account holder | $15,842 | $10,252+54.5% | $7,645+107.2% | $10,132+56.4% |