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 | $101,354 | $167,307-39.4% | $143,757-29.5% | $134,475-24.6% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -19.03% | 0.46%-19.5pp | -0.04%-19.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $6,516 | $5,619+16.0% | $4,951+31.6% | $4,740+37.5% |
| Participant deferral / active EE | $4,797 | $6,446-25.6% | $5,637-14.9% | $6,400-25.0% |
| Admin fee / account holder | $2,708 | $18,088-85.0% | $14,673-81.5% | $11,426-76.3% |