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 | $123,915 | $91,538+35.4% | $129,995-4.7% | $75,163+64.9% |
| Participation rate | 74.2% | 71.4%+2.8pp | 78.5%-4.3pp | 67.2%+7.0pp |
| Annual return | 19.60% | -631.11%+650.7pp | -137.18%+156.8pp | 160.62%-141.0pp |
| Employer contribution / active EE | $4,716 | $2,845+65.8% | $4,320+9.2% | $2,670+76.7% |
| Participant deferral / active EE | $7,357 | $4,341+69.5% | $5,820+26.4% | $4,125+78.3% |
| Admin fee / account holder | $2,784 | $6,790-59.0% | $10,614-73.8% | $5,651-50.7% |