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 | $115,614 | $131,829-12.3% | $108,579+6.5% | $273,961-57.8% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.6%+10.4pp | 83.0%+7.0pp |
| Annual return | 10.57% | -91.57%+102.1pp | -51.70%+62.3pp | 41.45%-30.9pp |
| Employer contribution / active EE | $15,269 | $4,912+210.8% | $3,758+306.3% | $4,869+213.6% |
| Participant deferral / active EE | $7,958 | $5,127+55.2% | $4,311+84.6% | $5,287+50.5% |
| Admin fee / account holder | $2,378 | $10,252-76.8% | $7,645-68.9% | $10,132-76.5% |