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 | $101,441 | $118,849-14.6% | $96,562+5.1% | $167,490-39.4% |
| Participation rate | 70.0% | 75.5%-5.5pp | 69.8%+0.2pp | 82.1%-12.1pp |
| Annual return | 14.92% | 50.49%-35.6pp | 37.78%-22.9pp | 478.56%-463.6pp |
| Employer contribution / active EE | $2,069 | $3,120-33.7% | $2,356-12.2% | $4,837-57.2% |
| Participant deferral / active EE | $4,230 | $4,616-8.4% | $3,849+9.9% | $6,341-33.3% |
| Admin fee / account holder | $1,739 | $8,065-78.4% | $6,181-71.9% | $12,309-85.9% |