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 | $110,143 | $92,222+19.4% | $76,768+43.5% | $135,375-18.6% |
| Participation rate | 76.9% | 79.8%-2.8pp | 77.0%0pp | 82.6%-5.7pp |
| Annual return | -5.51% | 5.46%-11.0pp | 2.43%-7.9pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,631 | $3,216-49.3% | $2,485-34.4% | $4,779-65.9% |
| Participant deferral / active EE | $4,144 | $4,509-8.1% | $3,852+7.6% | $5,609-26.1% |
| Admin fee / account holder | $1,292 | $10,748-88.0% | $6,675-80.7% | $10,827-88.1% |