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 | $35,604 | $91,538-61.1% | $129,995-72.6% | $75,163-52.6% |
| Participation rate | 92.4% | 71.4%+21.0pp | 78.5%+13.9pp | 67.2%+25.2pp |
| Annual return | 14.37% | -631.11%+645.5pp | -137.18%+151.5pp | 160.62%-146.2pp |
| Employer contribution / active EE | $2,085 | $2,845-26.7% | $4,320-51.7% | $2,670-21.9% |
| Participant deferral / active EE | $3,575 | $4,341-17.6% | $5,820-38.6% | $4,125-13.3% |
| Admin fee / account holder | $1,573 | $6,790-76.8% | $10,614-85.2% | $5,651-72.2% |