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 | $76,099 | $91,538-16.9% | $129,995-41.5% | $75,163+1.2% |
| Participation rate | 78.7% | 71.4%+7.3pp | 78.5%+0.2pp | 67.2%+11.5pp |
| Annual return | 24.56% | -631.11%+655.7pp | -137.18%+161.7pp | 160.62%-136.1pp |
| Employer contribution / active EE | $3,532 | $2,845+24.1% | $4,320-18.2% | $2,670+32.3% |
| Participant deferral / active EE | $8,113 | $4,341+86.9% | $5,820+39.4% | $4,125+96.7% |
| Admin fee / account holder | $9,147 | $6,790+34.7% | $10,614-13.8% | $5,651+61.9% |