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 | $125,357 | $131,829-4.9% | $108,579+15.5% | $273,961-54.2% |
| Participation rate | 86.7% | 83.5%+3.2pp | 79.6%+7.1pp | 83.0%+3.7pp |
| Annual return | 4.87% | -91.57%+96.4pp | -51.70%+56.6pp | 41.45%-36.6pp |
| Employer contribution / active EE | $1,484 | $4,912-69.8% | $3,758-60.5% | $4,869-69.5% |
| Participant deferral / active EE | $6,575 | $5,127+28.2% | $4,311+52.5% | $5,287+24.4% |
| Admin fee / account holder | $61,791 | $10,252+502.7% | $7,645+708.3% | $10,132+509.9% |