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 | $92,400 | $91,538+0.9% | $129,995-28.9% | $75,163+22.9% |
| Participation rate | 74.5% | 71.4%+3.1pp | 78.5%-4.0pp | 67.2%+7.3pp |
| Annual return | 20.97% | -631.11%+652.1pp | -137.18%+158.1pp | 160.62%-139.6pp |
| Employer contribution / active EE | $1,315 | $2,845-53.8% | $4,320-69.6% | $2,670-50.7% |
| Participant deferral / active EE | $5,353 | $4,341+23.3% | $5,820-8.0% | $4,125+29.8% |
| Admin fee / account holder | $504 | $6,790-92.6% | $10,614-95.3% | $5,651-91.1% |