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 | $63,955 | $133,958-52.3% | $112,228-43.0% | $134,475-52.4% |
| Participation rate | 95.5% | 78.6%+16.9pp | 75.1%+20.4pp | 81.2%+14.2pp |
| Annual return | -14.23% | 47.11%-61.3pp | 27.45%-41.7pp | 417.96%-432.2pp |
| Employer contribution / active EE | $1,409 | $4,038-65.1% | $3,635-61.2% | $4,740-70.3% |
| Participant deferral / active EE | $3,700 | $5,291-30.1% | $4,728-21.7% | $6,400-42.2% |
| Admin fee / account holder | $329 | $7,489-95.6% | $6,410-94.9% | $11,426-97.1% |