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 | $75,374 | $91,538-17.7% | $129,995-42.0% | $75,163+0.3% |
| Participation rate | 76.7% | 71.4%+5.2pp | 78.5%-1.8pp | 67.2%+9.5pp |
| Annual return | 20.64% | -631.11%+651.8pp | -137.18%+157.8pp | 160.62%-140.0pp |
| Employer contribution / active EE | $3,517 | $2,845+23.6% | $4,320-18.6% | $2,670+31.7% |
| Participant deferral / active EE | $6,577 | $4,341+51.5% | $5,820+13.0% | $4,125+59.4% |
| Admin fee / account holder | $1,817 | $6,790-73.2% | $10,614-82.9% | $5,651-67.8% |