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 | $121,423 | $131,829-7.9% | $108,579+11.8% | $273,961-55.7% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 19.12% | -91.57%+110.7pp | -51.70%+70.8pp | 41.45%-22.3pp |
| Employer contribution / active EE | $2,242 | $4,912-54.4% | $3,758-40.4% | $4,869-54.0% |
| Participant deferral / active EE | $9,572 | $5,127+86.7% | $4,311+122.0% | $5,287+81.0% |
| Admin fee / account holder | $1,403 | $10,252-86.3% | $7,645-81.6% | $10,132-86.2% |