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 | $53,651 | $91,538-41.4% | $129,995-58.7% | $75,163-28.6% |
| Participation rate | 82.7% | 71.4%+11.3pp | 78.5%+4.2pp | 67.2%+15.5pp |
| Annual return | 19.98% | -631.11%+651.1pp | -137.18%+157.2pp | 160.62%-140.6pp |
| Employer contribution / active EE | $2,075 | $2,845-27.1% | $4,320-52.0% | $2,670-22.3% |
| Participant deferral / active EE | $2,678 | $4,341-38.3% | $5,820-54.0% | $4,125-35.1% |
| Admin fee / account holder | $5,627 | $6,790-17.1% | $10,614-47.0% | $5,651-0.4% |