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 | $72,659 | $91,538-20.6% | $129,995-44.1% | $75,163-3.3% |
| Participation rate | 75.0% | 71.4%+3.6pp | 78.5%-3.5pp | 67.2%+7.8pp |
| Annual return | 17.03% | -631.11%+648.1pp | -137.18%+154.2pp | 160.62%-143.6pp |
| Employer contribution / active EE | $3,259 | $2,845+14.6% | $4,320-24.5% | $2,670+22.1% |
| Participant deferral / active EE | $3,195 | $4,341-26.4% | $5,820-45.1% | $4,125-22.6% |
| Admin fee / account holder | $10,615 | $6,790+56.3% | $10,6140% | $5,651+87.8% |