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 | $128,239 | $91,538+40.1% | $129,995-1.4% | $75,163+70.6% |
| Participation rate | 83.9% | 71.4%+12.4pp | 78.5%+5.4pp | 67.2%+16.7pp |
| Annual return | 18.49% | -631.11%+649.6pp | -137.18%+155.7pp | 160.62%-142.1pp |
| Employer contribution / active EE | $1,056 | $2,845-62.9% | $4,320-75.6% | $2,670-60.5% |
| Participant deferral / active EE | $4,557 | $4,341+5.0% | $5,820-21.7% | $4,125+10.5% |
| Admin fee / account holder | $4,670 | $6,790-31.2% | $10,614-56.0% | $5,651-17.4% |