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 | $159,386 | $91,538+74.1% | $129,995+22.6% | $75,163+112.1% |
| Participation rate | 93.3% | 71.4%+21.9pp | 78.5%+14.8pp | 67.2%+26.1pp |
| Annual return | 17.67% | -631.11%+648.8pp | -137.18%+154.8pp | 160.62%-142.9pp |
| Employer contribution / active EE | $5,461 | $2,845+91.9% | $4,320+26.4% | $2,670+104.5% |
| Participant deferral / active EE | $4,900 | $4,341+12.9% | $5,820-15.8% | $4,125+18.8% |
| Admin fee / account holder | $2,199 | $6,790-67.6% | $10,614-79.3% | $5,651-61.1% |