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 7-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 | $105,918 | $167,307-36.7% | $143,757-26.3% | $134,475-21.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.76% | 0.46%-15.2pp | -0.04%-14.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,605 | $5,619-71.4% | $4,951-67.6% | $4,740-66.1% |
| Participant deferral / active EE | $7,722 | $6,446+19.8% | $5,637+37.0% | $6,400+20.7% |
| Admin fee / account holder | $2,867 | $18,088-84.1% | $14,673-80.5% | $11,426-74.9% |