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 | $72,358 | $49,177+47.1% | $79,464-8.9% | $64,186+12.7% |
| Participation rate | 97.6% | 65.0%+32.5pp | 73.3%+24.2pp | 69.6%+28.0pp |
| Annual return | -5.49% | -1.16%-4.3pp | 718.14%-723.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $14,465 | $2,076+596.7% | $2,800+416.5% | $2,381+507.6% |
| Participant deferral / active EE | $4,139 | $2,821+46.7% | $3,704+11.8% | $3,470+19.3% |
| Admin fee / account holder | $7,771 | $3,839+102.4% | $5,113+52.0% | $4,888+59.0% |