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 | $73,867 | $102,317-27.8% | $146,958-49.7% | $80,856-8.6% |
| Participation rate | 82.4% | 75.8%+6.5pp | 82.2%+0.2pp | 67.6%+14.7pp |
| Annual return | 13.72% | 134.76%-121.0pp | 418.34%-404.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,984 | $3,713-46.6% | $4,933-59.8% | $2,755-28.0% |
| Participant deferral / active EE | $7,385 | $6,644+11.2% | $8,070-8.5% | $4,296+71.9% |
| Admin fee / account holder | $1,176 | $7,941-85.2% | $12,998-91.0% | $6,918-83.0% |