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 | $127,305 | $197,825-35.6% | $155,790-18.3% | $125,391+1.5% |
| Participation rate | 71.4% | 82.1%-10.7pp | 76.1%-4.7pp | 83.2%-11.8pp |
| Annual return | 1.04% | 86.74%-85.7pp | 71.54%-70.5pp | 282.22%-281.2pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $3,836-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,116 | $5,630-9.1% | $4,797+6.6% | $5,352-4.4% |
| Admin fee / account holder | $5,800 | $9,545-39.2% | $7,478-22.4% | $9,540-39.2% |