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 | $90,174 | $131,829-31.6% | $108,579-17.0% | $273,961-67.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.75% | -91.57%+97.3pp | -51.70%+57.4pp | 41.45%-35.7pp |
| Employer contribution / active EE | $3,970 | $4,912-19.2% | $3,758+5.6% | $4,869-18.5% |
| Participant deferral / active EE | $8,326 | $5,127+62.4% | $4,311+93.1% | $5,287+57.5% |
| Admin fee / account holder | $7,648 | $10,252-25.4% | $7,6450% | $10,132-24.5% |