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 | $69,739 | $91,538-23.8% | $129,995-46.4% | $75,163-7.2% |
| Participation rate | 91.8% | 71.4%+20.4pp | 78.5%+13.4pp | 67.2%+24.6pp |
| Annual return | 16.06% | -631.11%+647.2pp | -137.18%+153.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $3,017 | $2,845+6.0% | $4,320-30.2% | $2,670+13.0% |
| Participant deferral / active EE | $5,952 | $4,341+37.1% | $5,820+2.3% | $4,125+44.3% |
| Admin fee / account holder | $5,395 | $6,790-20.6% | $10,614-49.2% | $5,651-4.5% |