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 | $64,170 | $91,538-29.9% | $129,995-50.6% | $75,163-14.6% |
| Participation rate | 72.0% | 71.4%+0.6pp | 78.5%-6.5pp | 67.2%+4.8pp |
| Annual return | 57.24% | -631.11%+688.3pp | -137.18%+194.4pp | 160.62%-103.4pp |
| Employer contribution / active EE | $1,721 | $2,845-39.5% | $4,320-60.2% | $2,670-35.5% |
| Participant deferral / active EE | $3,700 | $4,341-14.8% | $5,820-36.4% | $4,125-10.3% |
| Admin fee / account holder | $1,953 | $6,790-71.2% | $10,614-81.6% | $5,651-65.4% |