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 | $105,856 | $81,900+29.3% | $119,609-11.5% | $68,494+54.5% |
| Participation rate | 80.0% | 71.9%+8.1pp | 79.3%+0.7pp | 67.9%+12.1pp |
| Annual return | -14.48% | -23.82%+9.3pp | -14.97%+0.5pp | -7.84%-6.6pp |
| Employer contribution / active EE | $2,830 | $2,693+5.1% | $4,232-33.1% | $2,596+9.0% |
| Participant deferral / active EE | $6,767 | $4,148+63.1% | $5,602+20.8% | $4,027+68.0% |
| Admin fee / account holder | $20,745 | $6,582+215.2% | $10,323+101.0% | $5,403+284.0% |