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 | $136,478 | $91,538+49.1% | $129,995+5.0% | $75,163+81.6% |
| Participation rate | 88.4% | 71.4%+16.9pp | 78.5%+9.9pp | 67.2%+21.2pp |
| Annual return | 20.44% | -631.11%+651.6pp | -137.18%+157.6pp | 160.62%-140.2pp |
| Employer contribution / active EE | $2,314 | $2,845-18.7% | $4,320-46.4% | $2,670-13.3% |
| Participant deferral / active EE | $3,756 | $4,341-13.5% | $5,820-35.5% | $4,125-8.9% |
| Admin fee / account holder | $582 | $6,790-91.4% | $10,614-94.5% | $5,651-89.7% |