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 | $64,358 | $133,958-52.0% | $112,228-42.7% | $134,475-52.1% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -17.49% | 47.11%-64.6pp | 27.45%-44.9pp | 417.96%-435.5pp |
| Employer contribution / active EE | $4,781 | $4,038+18.4% | $3,635+31.5% | $4,740+0.9% |
| Participant deferral / active EE | $14,271 | $5,291+169.7% | $4,728+201.8% | $6,400+123.0% |
| Admin fee / account holder | $2,581 | $7,489-65.5% | $6,410-59.7% | $11,426-77.4% |