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 | $35,968 | $91,538-60.7% | $129,995-72.3% | $75,163-52.1% |
| Participation rate | 92.0% | 71.4%+20.6pp | 78.5%+13.5pp | 67.2%+24.8pp |
| Annual return | 14.05% | -631.11%+645.2pp | -137.18%+151.2pp | 160.62%-146.6pp |
| Employer contribution / active EE | $2,109 | $2,845-25.9% | $4,320-51.2% | $2,670-21.0% |
| Participant deferral / active EE | $6,272 | $4,341+44.5% | $5,820+7.8% | $4,125+52.0% |
| Admin fee / account holder | $4,067 | $6,790-40.1% | $10,614-61.7% | $5,651-28.0% |