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 | $71,291 | $131,829-45.9% | $108,579-34.3% | $273,961-74.0% |
| Participation rate | 91.7% | 83.5%+8.2pp | 79.6%+12.1pp | 83.0%+8.7pp |
| Annual return | 5.69% | -91.57%+97.3pp | -51.70%+57.4pp | 41.45%-35.8pp |
| Employer contribution / active EE | $1,065 | $4,912-78.3% | $3,758-71.7% | $4,869-78.1% |
| Participant deferral / active EE | $3,743 | $5,127-27.0% | $4,311-13.2% | $5,287-29.2% |
| Admin fee / account holder | $1,095 | $10,252-89.3% | $7,645-85.7% | $10,132-89.2% |