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 | $153,099 | $131,829+16.1% | $108,579+41.0% | $273,961-44.1% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 8.61% | -91.57%+100.2pp | -51.70%+60.3pp | 41.45%-32.8pp |
| Employer contribution / active EE | $1,987 | $4,912-59.5% | $3,758-47.1% | $4,869-59.2% |
| Participant deferral / active EE | $2,245 | $5,127-56.2% | $4,311-47.9% | $5,287-57.5% |
| Admin fee / account holder | $2,801 | $10,252-72.7% | $7,645-63.4% | $10,132-72.4% |