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 | $116,496 | $131,829-11.6% | $108,579+7.3% | $273,961-57.5% |
| Participation rate | 95.8% | 83.5%+12.4pp | 79.6%+16.3pp | 83.0%+12.8pp |
| Annual return | 6.34% | -91.57%+97.9pp | -51.70%+58.0pp | 41.45%-35.1pp |
| Employer contribution / active EE | $4,960 | $4,912+1.0% | $3,758+32.0% | $4,869+1.9% |
| Participant deferral / active EE | $4,224 | $5,127-17.6% | $4,311-2.0% | $5,287-20.1% |
| Admin fee / account holder | $2,151 | $10,252-79.0% | $7,645-71.9% | $10,132-78.8% |