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 | $60,469 | $91,538-33.9% | $129,995-53.5% | $75,163-19.5% |
| Participation rate | 77.1% | 71.4%+5.7pp | 78.5%-1.3pp | 67.2%+10.0pp |
| Annual return | 22.63% | -631.11%+653.7pp | -137.18%+159.8pp | 160.62%-138.0pp |
| Employer contribution / active EE | $1,613 | $2,845-43.3% | $4,320-62.7% | $2,670-39.6% |
| Participant deferral / active EE | $5,724 | $4,341+31.8% | $5,820-1.7% | $4,125+38.7% |
| Admin fee / account holder | $1,304 | $6,790-80.8% | $10,614-87.7% | $5,651-76.9% |