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 | $37,652 | $131,829-71.4% | $108,579-65.3% | $273,961-86.3% |
| Participation rate | 72.7% | 83.5%-10.7pp | 79.6%-6.8pp | 83.0%-10.3pp |
| Annual return | 13.31% | -91.57%+104.9pp | -51.70%+65.0pp | 41.45%-28.1pp |
| Employer contribution / active EE | $1,501 | $4,912-69.5% | $3,758-60.1% | $4,869-69.2% |
| Participant deferral / active EE | $4,055 | $5,127-20.9% | $4,311-5.9% | $5,287-23.3% |
| Admin fee / account holder | $1,546 | $10,252-84.9% | $7,645-79.8% | $10,132-84.7% |