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 | $61,993 | $167,484-63.0% | $151,611-59.1% | $134,475-53.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.66% | 7.80%-25.5pp | 3.33%-21.0pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,343 | $6,829-65.7% | $6,166-62.0% | $4,740-50.6% |
| Participant deferral / active EE | $5,007 | $8,986-44.3% | $8,363-40.1% | $6,400-21.8% |
| Admin fee / account holder | $906 | $13,783-93.4% | $11,616-92.2% | $11,426-92.1% |