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 | $70,871 | $91,538-22.6% | $129,995-45.5% | $75,163-5.7% |
| Participation rate | 88.2% | 71.4%+16.8pp | 78.5%+9.7pp | 67.2%+21.0pp |
| Annual return | 16.60% | -631.11%+647.7pp | -137.18%+153.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $4,851 | $2,845+70.5% | $4,320+12.3% | $2,670+81.7% |
| Participant deferral / active EE | $2,492 | $4,341-42.6% | $5,820-57.2% | $4,125-39.6% |
| Admin fee / account holder | $2,627 | $6,790-61.3% | $10,614-75.3% | $5,651-53.5% |