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 | $59,196 | $91,538-35.3% | $129,995-54.5% | $75,163-21.2% |
| Participation rate | 84.6% | 71.4%+13.2pp | 78.5%+6.1pp | 67.2%+17.4pp |
| Annual return | 26.25% | -631.11%+657.4pp | -137.18%+163.4pp | 160.62%-134.4pp |
| Employer contribution / active EE | $2,333 | $2,845-18.0% | $4,320-46.0% | $2,670-12.6% |
| Participant deferral / active EE | $5,558 | $4,341+28.0% | $5,820-4.5% | $4,125+34.7% |
| Admin fee / account holder | $3,322 | $6,790-51.1% | $10,614-68.7% | $5,651-41.2% |