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 | $77,336 | $131,829-41.3% | $108,579-28.8% | $273,961-71.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 12.52% | -91.57%+104.1pp | -51.70%+64.2pp | 41.45%-28.9pp |
| Employer contribution / active EE | $4,967 | $4,912+1.1% | $3,758+32.2% | $4,869+2.0% |
| Participant deferral / active EE | $1,712 | $5,127-66.6% | $4,311-60.3% | $5,287-67.6% |
| Admin fee / account holder | $8,322 | $10,252-18.8% | $7,645+8.9% | $10,132-17.9% |