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 5-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 | $114,357 | $91,538+24.9% | $129,995-12.0% | $75,163+52.1% |
| Participation rate | 74.4% | 71.4%+2.9pp | 78.5%-4.1pp | 67.2%+7.2pp |
| Annual return | 17.71% | -631.11%+648.8pp | -137.18%+154.9pp | 160.62%-142.9pp |
| Employer contribution / active EE | $1,525 | $2,845-46.4% | $4,320-64.7% | $2,670-42.9% |
| Participant deferral / active EE | $6,325 | $4,341+45.7% | $5,820+8.7% | $4,125+53.3% |
| Admin fee / account holder | $2,189 | $6,790-67.8% | $10,614-79.4% | $5,651-61.3% |