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 | $34,289 | $131,829-74.0% | $108,579-68.4% | $273,961-87.5% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 14.39% | -91.57%+106.0pp | -51.70%+66.1pp | 41.45%-27.1pp |
| Employer contribution / active EE | $4,031 | $4,912-18.0% | $3,758+7.2% | $4,869-17.2% |
| Participant deferral / active EE | $4,344 | $5,127-15.3% | $4,311+0.8% | $5,287-17.8% |
| Admin fee / account holder | $951 | $10,252-90.7% | $7,645-87.6% | $10,132-90.6% |