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 | $58,123 | $91,538-36.5% | $129,995-55.3% | $75,163-22.7% |
| Participation rate | 91.3% | 71.4%+19.9pp | 78.5%+12.8pp | 67.2%+24.1pp |
| Annual return | 17.73% | -631.11%+648.8pp | -137.18%+154.9pp | 160.62%-142.9pp |
| Employer contribution / active EE | $7,366 | $2,845+158.9% | $4,320+70.5% | $2,670+175.9% |
| Participant deferral / active EE | $4,375 | $4,341+0.8% | $5,820-24.8% | $4,125+6.1% |
| Admin fee / account holder | $3,702 | $6,790-45.5% | $10,614-65.1% | $5,651-34.5% |