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 | $99,397 | $131,829-24.6% | $108,579-8.5% | $273,961-63.7% |
| Participation rate | 87.0% | 83.5%+3.5pp | 79.6%+7.4pp | 83.0%+3.9pp |
| Annual return | 7.97% | -91.57%+99.5pp | -51.70%+59.7pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,131 | $4,912-77.0% | $3,758-69.9% | $4,869-76.8% |
| Participant deferral / active EE | $5,501 | $5,127+7.3% | $4,311+27.6% | $5,287+4.0% |
| Admin fee / account holder | $5,098 | $10,252-50.3% | $7,645-33.3% | $10,132-49.7% |