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 | $54,730 | $91,538-40.2% | $129,995-57.9% | $75,163-27.2% |
| Participation rate | 84.9% | 71.4%+13.5pp | 78.5%+6.4pp | 67.2%+17.7pp |
| Annual return | 15.83% | -631.11%+646.9pp | -137.18%+153.0pp | 160.62%-144.8pp |
| Employer contribution / active EE | $1,976 | $2,845-30.6% | $4,320-54.3% | $2,670-26.0% |
| Participant deferral / active EE | $4,098 | $4,341-5.6% | $5,820-29.6% | $4,125-0.7% |
| Admin fee / account holder | $7,615 | $6,790+12.1% | $10,614-28.3% | $5,651+34.7% |