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 | $90,393 | $131,829-31.4% | $108,579-16.7% | $273,961-67.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 11.63% | -91.57%+103.2pp | -51.70%+63.3pp | 41.45%-29.8pp |
| Employer contribution / active EE | $2,678 | $4,912-45.5% | $3,758-28.7% | $4,869-45.0% |
| Participant deferral / active EE | $3,371 | $5,127-34.3% | $4,311-21.8% | $5,287-36.2% |
| Admin fee / account holder | $5,767 | $10,252-43.8% | $7,645-24.6% | $10,132-43.1% |