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 | $43,602 | $131,829-66.9% | $108,579-59.8% | $273,961-84.1% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 5.31% | -91.57%+96.9pp | -51.70%+57.0pp | 41.45%-36.1pp |
| Employer contribution / active EE | $997 | $4,912-79.7% | $3,758-73.5% | $4,869-79.5% |
| Participant deferral / active EE | $5,260 | $5,127+2.6% | $4,311+22.0% | $5,287-0.5% |
| Admin fee / account holder | $2,857 | $10,252-72.1% | $7,645-62.6% | $10,132-71.8% |