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 | $119,987 | $91,538+31.1% | $129,995-7.7% | $75,163+59.6% |
| Participation rate | 88.6% | 71.4%+17.1pp | 78.5%+10.1pp | 67.2%+21.4pp |
| Annual return | 17.78% | -631.11%+648.9pp | -137.18%+155.0pp | 160.62%-142.8pp |
| Employer contribution / active EE | $1,145 | $2,845-59.8% | $4,320-73.5% | $2,670-57.1% |
| Participant deferral / active EE | $7,839 | $4,341+80.6% | $5,820+34.7% | $4,125+90.0% |
| Admin fee / account holder | $2,635 | $6,790-61.2% | $10,614-75.2% | $5,651-53.4% |