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 | $71,456 | $91,538-21.9% | $129,995-45.0% | $75,163-4.9% |
| Participation rate | 91.7% | 71.4%+20.2pp | 78.5%+13.2pp | 67.2%+24.5pp |
| Annual return | 24.58% | -631.11%+655.7pp | -137.18%+161.8pp | 160.62%-136.0pp |
| Employer contribution / active EE | $9,530 | $2,845+234.9% | $4,320+120.6% | $2,670+256.9% |
| Participant deferral / active EE | $4,342 | $4,3410% | $5,820-25.4% | $4,125+5.2% |
| Admin fee / account holder | $2,578 | $6,790-62.0% | $10,614-75.7% | $5,651-54.4% |