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 | $117,232 | $131,829-11.1% | $108,579+8.0% | $273,961-57.2% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.6%-8.1pp | 83.0%-11.6pp |
| Annual return | 9.28% | -91.57%+100.9pp | -51.70%+61.0pp | 41.45%-32.2pp |
| Employer contribution / active EE | $2,654 | $4,912-46.0% | $3,758-29.4% | $4,869-45.5% |
| Participant deferral / active EE | $5,204 | $5,127+1.5% | $4,311+20.7% | $5,287-1.6% |
| Admin fee / account holder | $620 | $10,252-94.0% | $7,645-91.9% | $10,132-93.9% |