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 | $115,622 | $131,829-12.3% | $108,579+6.5% | $273,961-57.8% |
| Participation rate | 93.3% | 83.5%+9.9pp | 79.6%+13.8pp | 83.0%+10.3pp |
| Annual return | 7.27% | -91.57%+98.8pp | -51.70%+59.0pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,120 | $4,912-77.2% | $3,758-70.2% | $4,869-77.0% |
| Participant deferral / active EE | $2,879 | $5,127-43.8% | $4,311-33.2% | $5,287-45.5% |
| Admin fee / account holder | $870 | $10,252-91.5% | $7,645-88.6% | $10,132-91.4% |