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 | $77,414 | $91,538-15.4% | $129,995-40.4% | $75,163+3.0% |
| Participation rate | 87.1% | 71.4%+15.7pp | 78.5%+8.6pp | 67.2%+19.9pp |
| Annual return | 20.19% | -631.11%+651.3pp | -137.18%+157.4pp | 160.62%-140.4pp |
| Employer contribution / active EE | $4,771 | $2,845+67.7% | $4,320+10.4% | $2,670+78.7% |
| Participant deferral / active EE | $8,056 | $4,341+85.6% | $5,820+38.4% | $4,125+95.3% |
| Admin fee / account holder | $2,700 | $6,790-60.2% | $10,614-74.6% | $5,651-52.2% |