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 8-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 | $78,909 | $91,538-13.8% | $129,995-39.3% | $75,163+5.0% |
| Participation rate | 76.8% | 71.4%+5.4pp | 78.5%-1.7pp | 67.2%+9.6pp |
| Annual return | 30.98% | -631.11%+662.1pp | -137.18%+168.2pp | 160.62%-129.6pp |
| Employer contribution / active EE | $3,505 | $2,845+23.2% | $4,320-18.9% | $2,670+31.3% |
| Participant deferral / active EE | $6,021 | $4,341+38.7% | $5,820+3.4% | $4,125+46.0% |
| Admin fee / account holder | $1,390 | $6,790-79.5% | $10,614-86.9% | $5,651-75.4% |