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 | $112,537 | $176,377-36.2% | $134,143-16.1% | $158,922-29.2% |
| Participation rate | 73.7% | 78.7%-5.0pp | 72.2%+1.5pp | 82.0%-8.3pp |
| Annual return | 2.10% | 63.63%-61.5pp | 36.33%-34.2pp | 302.83%-300.7pp |
| Employer contribution / active EE | $2,855 | $5,040-43.4% | $3,704-22.9% | $4,761-40.0% |
| Participant deferral / active EE | $4,136 | $4,091+1.1% | $3,499+18.2% | $5,982-30.9% |
| Admin fee / account holder | $48,375 | $8,718+454.9% | $6,684+623.7% | $11,246+330.2% |