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 | $41,116 | $131,829-68.8% | $108,579-62.1% | $273,961-85.0% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.6%+9.3pp | 83.0%+5.9pp |
| Annual return | 5.36% | -91.57%+96.9pp | -51.70%+57.1pp | 41.45%-36.1pp |
| Employer contribution / active EE | $2,049 | $4,912-58.3% | $3,758-45.5% | $4,869-57.9% |
| Participant deferral / active EE | $5,061 | $5,127-1.3% | $4,311+17.4% | $5,287-4.3% |
| Admin fee / account holder | $1,435 | $10,252-86.0% | $7,645-81.2% | $10,132-85.8% |