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 | $140,507 | $91,538+53.5% | $129,995+8.1% | $75,163+86.9% |
| Participation rate | 78.6% | 71.4%+7.1pp | 78.5%+0.1pp | 67.2%+11.4pp |
| Annual return | 17.27% | -631.11%+648.4pp | -137.18%+154.4pp | 160.62%-143.3pp |
| Employer contribution / active EE | $5,714 | $2,845+100.8% | $4,320+32.3% | $2,670+114.0% |
| Participant deferral / active EE | $2,782 | $4,341-35.9% | $5,820-52.2% | $4,125-32.6% |
| Admin fee / account holder | $32,452 | $6,790+377.9% | $10,614+205.7% | $5,651+474.3% |