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 | $63,035 | $131,829-52.2% | $108,579-41.9% | $273,961-77.0% |
| Participation rate | 70.6% | 83.5%-12.9pp | 79.6%-9.0pp | 83.0%-12.4pp |
| Annual return | 8.81% | -91.57%+100.4pp | -51.70%+60.5pp | 41.45%-32.6pp |
| Employer contribution / active EE | $5,393 | $4,912+9.8% | $3,758+43.5% | $4,869+10.8% |
| Participant deferral / active EE | $3,374 | $5,127-34.2% | $4,311-21.7% | $5,287-36.2% |
| Admin fee / account holder | $1,941 | $10,252-81.1% | $7,645-74.6% | $10,132-80.8% |