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 | $44,949 | $91,538-50.9% | $129,995-65.4% | $75,163-40.2% |
| Participation rate | 97.4% | 71.4%+25.9pp | 78.5%+18.9pp | 67.2%+30.2pp |
| Annual return | 19.13% | -631.11%+650.2pp | -137.18%+156.3pp | 160.62%-141.5pp |
| Employer contribution / active EE | $4,405 | $2,845+54.8% | $4,320+2.0% | $2,670+65.0% |
| Participant deferral / active EE | $4,816 | $4,341+11.0% | $5,820-17.2% | $4,125+16.8% |
| Admin fee / account holder | $2,873 | $6,790-57.7% | $10,614-72.9% | $5,651-49.2% |