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 | $31,403 | $91,538-65.7% | $129,995-75.8% | $75,163-58.2% |
| Participation rate | 85.5% | 71.4%+14.1pp | 78.5%+7.0pp | 67.2%+18.3pp |
| Annual return | 20.60% | -631.11%+651.7pp | -137.18%+157.8pp | 160.62%-140.0pp |
| Employer contribution / active EE | $1,189 | $2,845-58.2% | $4,320-72.5% | $2,670-55.5% |
| Participant deferral / active EE | $4,712 | $4,341+8.5% | $5,820-19.0% | $4,125+14.2% |
| Admin fee / account holder | $630 | $6,790-90.7% | $10,614-94.1% | $5,651-88.9% |