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 | $104,519 | $91,538+14.2% | $129,995-19.6% | $75,163+39.1% |
| Participation rate | 93.5% | 71.4%+22.1pp | 78.5%+15.1pp | 67.2%+26.4pp |
| Annual return | 14.18% | -631.11%+645.3pp | -137.18%+151.4pp | 160.62%-146.4pp |
| Employer contribution / active EE | $2,292 | $2,845-19.5% | $4,320-46.9% | $2,670-14.2% |
| Participant deferral / active EE | $5,741 | $4,341+32.2% | $5,820-1.4% | $4,125+39.2% |
| Admin fee / account holder | $2,197 | $6,790-67.6% | $10,614-79.3% | $5,651-61.1% |