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 | $94,699 | $91,538+3.5% | $129,995-27.2% | $75,163+26.0% |
| Participation rate | 76.9% | 71.4%+5.5pp | 78.5%-1.6pp | 67.2%+9.7pp |
| Annual return | 14.91% | -631.11%+646.0pp | -137.18%+152.1pp | 160.62%-145.7pp |
| Employer contribution / active EE | $5,777 | $2,845+103.0% | $4,320+33.7% | $2,670+116.4% |
| Participant deferral / active EE | $4,215 | $4,341-2.9% | $5,820-27.6% | $4,125+2.2% |
| Admin fee / account holder | $3,911 | $6,790-42.4% | $10,614-63.1% | $5,651-30.8% |