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 | $65,250 | $91,538-28.7% | $129,995-49.8% | $75,163-13.2% |
| Participation rate | 77.4% | 71.4%+5.9pp | 78.5%-1.1pp | 67.2%+10.2pp |
| Annual return | 17.38% | -631.11%+648.5pp | -137.18%+154.6pp | 160.62%-143.2pp |
| Employer contribution / active EE | $3,295 | $2,845+15.8% | $4,320-23.7% | $2,670+23.4% |
| Participant deferral / active EE | $2,387 | $4,341-45.0% | $5,820-59.0% | $4,125-42.1% |
| Admin fee / account holder | $6,216 | $6,790-8.5% | $10,614-41.4% | $5,651+10.0% |