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 | $109,781 | $154,117-28.8% | $129,995-15.6% | $139,434-21.3% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 14.98% | 32.48%-17.5pp | -137.18%+152.2pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,174 | $5,289-77.8% | $4,320-72.8% | $4,751-75.3% |
| Participant deferral / active EE | $5,269 | $6,710-21.5% | $5,820-9.5% | $6,710-21.5% |
| Admin fee / account holder | $31,757 | $14,007+126.7% | $10,614+199.2% | $11,403+178.5% |