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 | $48,786 | $131,829-63.0% | $108,579-55.1% | $273,961-82.2% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 6.44% | -91.57%+98.0pp | -51.70%+58.1pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,562 | $4,912-68.2% | $3,758-58.4% | $4,869-67.9% |
| Participant deferral / active EE | $6,166 | $5,127+20.3% | $4,311+43.0% | $5,287+16.6% |
| Admin fee / account holder | $15,177 | $10,252+48.0% | $7,645+98.5% | $10,132+49.8% |