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 | $78,012 | $113,935-31.5% | $94,224-17.2% | $125,391-37.8% |
| Participation rate | 76.2% | 82.9%-6.7pp | 78.8%-2.6pp | 83.2%-7.0pp |
| Annual return | -0.56% | 5.29%-5.8pp | 10.68%-11.2pp | 282.22%-282.8pp |
| Employer contribution / active EE | $1,333 | $4,727-71.8% | $3,587-62.8% | $4,866-72.6% |
| Participant deferral / active EE | $2,827 | $5,179-45.4% | $4,320-34.6% | $5,352-47.2% |
| Admin fee / account holder | $1,958 | $8,391-76.7% | $6,269-68.8% | $9,540-79.5% |