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 | $70,230 | $91,538-23.3% | $129,995-46.0% | $75,163-6.6% |
| Participation rate | 73.6% | 71.4%+2.1pp | 78.5%-4.9pp | 67.2%+6.4pp |
| Annual return | 19.14% | -631.11%+650.2pp | -137.18%+156.3pp | 160.62%-141.5pp |
| Employer contribution / active EE | $4,103 | $2,845+44.2% | $4,320-5.0% | $2,670+53.7% |
| Participant deferral / active EE | $4,093 | $4,341-5.7% | $5,820-29.7% | $4,125-0.8% |
| Admin fee / account holder | $3,211 | $6,790-52.7% | $10,614-69.8% | $5,651-43.2% |