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 | $48,016 | $91,538-47.5% | $129,995-63.1% | $75,163-36.1% |
| Participation rate | 73.7% | 71.4%+2.2pp | 78.5%-4.8pp | 67.2%+6.5pp |
| Annual return | 15.70% | -631.11%+646.8pp | -137.18%+152.9pp | 160.62%-144.9pp |
| Employer contribution / active EE | $1,757 | $2,845-38.2% | $4,320-59.3% | $2,670-34.2% |
| Participant deferral / active EE | $2,592 | $4,341-40.3% | $5,820-55.5% | $4,125-37.2% |
| Admin fee / account holder | $1,108 | $6,790-83.7% | $10,614-89.6% | $5,651-80.4% |