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 | $111,612 | $131,829-15.3% | $108,579+2.8% | $273,961-59.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.29% | -91.57%+99.9pp | -51.70%+60.0pp | 41.45%-33.2pp |
| Employer contribution / active EE | $5,184 | $4,912+5.5% | $3,758+37.9% | $4,869+6.5% |
| Participant deferral / active EE | $5,231 | $5,127+2.0% | $4,311+21.4% | $5,287-1.1% |
| Admin fee / account holder | $10,575 | $10,252+3.2% | $7,645+38.3% | $10,132+4.4% |