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 | $100,262 | $131,829-23.9% | $108,579-7.7% | $273,961-63.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.83% | -91.57%+99.4pp | -51.70%+59.5pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,435 | $4,912-70.8% | $3,758-61.8% | $4,869-70.5% |
| Participant deferral / active EE | $5,737 | $5,127+11.9% | $4,311+33.1% | $5,287+8.5% |
| Admin fee / account holder | $1,582 | $10,252-84.6% | $7,645-79.3% | $10,132-84.4% |