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 | $88,860 | $91,538-2.9% | $129,995-31.6% | $75,163+18.2% |
| Participation rate | 90.5% | 71.4%+19.0pp | 78.5%+12.0pp | 67.2%+23.3pp |
| Annual return | 13.99% | -631.11%+645.1pp | -137.18%+151.2pp | 160.62%-146.6pp |
| Employer contribution / active EE | $9,306 | $2,845+227.1% | $4,320+115.4% | $2,670+248.6% |
| Participant deferral / active EE | $8,306 | $4,341+91.3% | $5,820+42.7% | $4,125+101.3% |
| Admin fee / account holder | $14,498 | $6,790+113.5% | $10,614+36.6% | $5,651+156.6% |