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 | $73,784 | $131,829-44.0% | $108,579-32.0% | $273,961-73.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.46% | -91.57%+101.0pp | -51.70%+61.2pp | 41.45%-32.0pp |
| Employer contribution / active EE | $3,204 | $4,912-34.8% | $3,758-14.8% | $4,869-34.2% |
| Participant deferral / active EE | $10,582 | $5,127+106.4% | $4,311+145.5% | $5,287+100.1% |
| Admin fee / account holder | $2,965 | $10,252-71.1% | $7,645-61.2% | $10,132-70.7% |