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 | $109,728 | $91,538+19.9% | $129,995-15.6% | $75,163+46.0% |
| Participation rate | 90.2% | 71.4%+18.7pp | 78.5%+11.7pp | 67.2%+23.0pp |
| Annual return | 13.54% | -631.11%+644.7pp | -137.18%+150.7pp | 160.62%-147.1pp |
| Employer contribution / active EE | $3,279 | $2,845+15.2% | $4,320-24.1% | $2,670+22.8% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,797 | $6,790-73.5% | $10,614-83.1% | $5,651-68.2% |