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 | $42,997 | $91,538-53.0% | $129,995-66.9% | $75,163-42.8% |
| Participation rate | 87.9% | 71.4%+16.4pp | 78.5%+9.4pp | 67.2%+20.7pp |
| Annual return | 19.32% | -631.11%+650.4pp | -137.18%+156.5pp | 160.62%-141.3pp |
| Employer contribution / active EE | $2,462 | $2,845-13.5% | $4,320-43.0% | $2,670-7.8% |
| Participant deferral / active EE | $5,003 | $4,341+15.2% | $5,820-14.0% | $4,125+21.3% |
| Admin fee / account holder | $400 | $6,790-94.1% | $10,614-96.2% | $5,651-92.9% |