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 | $48,710 | $131,829-63.1% | $108,579-55.1% | $273,961-82.2% |
| Participation rate | 86.4% | 83.5%+2.9pp | 79.6%+6.8pp | 83.0%+3.3pp |
| Annual return | 13.44% | -91.57%+105.0pp | -51.70%+65.1pp | 41.45%-28.0pp |
| Employer contribution / active EE | $1,789 | $4,912-63.6% | $3,758-52.4% | $4,869-63.3% |
| Participant deferral / active EE | $2,371 | $5,127-53.8% | $4,311-45.0% | $5,287-55.2% |
| Admin fee / account holder | $2,523 | $10,252-75.4% | $7,645-67.0% | $10,132-75.1% |