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 | $133,587 | $91,538+45.9% | $129,995+2.8% | $75,163+77.7% |
| Participation rate | 72.0% | 71.4%+0.6pp | 78.5%-6.5pp | 67.2%+4.8pp |
| Annual return | 31.88% | -631.11%+663.0pp | -137.18%+169.1pp | 160.62%-128.7pp |
| Employer contribution / active EE | $1,607 | $2,845-43.5% | $4,320-62.8% | $2,670-39.8% |
| Participant deferral / active EE | $2,750 | $4,341-36.7% | $5,820-52.8% | $4,125-33.3% |
| Admin fee / account holder | $5,048 | $6,790-25.7% | $10,614-52.4% | $5,651-10.7% |