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 6-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 | $33,990 | $91,538-62.9% | $129,995-73.9% | $75,163-54.8% |
| Participation rate | 90.0% | 71.4%+18.6pp | 78.5%+11.5pp | 67.2%+22.8pp |
| Annual return | 15.57% | -631.11%+646.7pp | -137.18%+152.7pp | 160.62%-145.0pp |
| Employer contribution / active EE | $2,689 | $2,845-5.5% | $4,320-37.8% | $2,670+0.7% |
| Participant deferral / active EE | $6,675 | $4,341+53.8% | $5,820+14.7% | $4,125+61.8% |
| Admin fee / account holder | $1,359 | $6,790-80.0% | $10,614-87.2% | $5,651-76.0% |