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 | $80,538 | $133,958-39.9% | $112,228-28.2% | $134,475-40.1% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.1%+16.6pp | 81.2%+10.4pp |
| Annual return | -13.21% | 47.11%-60.3pp | 27.45%-40.7pp | 417.96%-431.2pp |
| Employer contribution / active EE | $1,692 | $4,038-58.1% | $3,635-53.5% | $4,740-64.3% |
| Participant deferral / active EE | $3,497 | $5,291-33.9% | $4,728-26.0% | $6,400-45.4% |
| Admin fee / account holder | $402 | $7,489-94.6% | $6,410-93.7% | $11,426-96.5% |