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 | $36,829 | $91,538-59.8% | $129,995-71.7% | $75,163-51.0% |
| Participation rate | 84.5% | 71.4%+13.1pp | 78.5%+6.0pp | 67.2%+17.3pp |
| Annual return | 16.41% | -631.11%+647.5pp | -137.18%+153.6pp | 160.62%-144.2pp |
| Employer contribution / active EE | $2,009 | $2,845-29.4% | $4,320-53.5% | $2,670-24.7% |
| Participant deferral / active EE | $4,165 | $4,341-4.1% | $5,820-28.4% | $4,125+1.0% |
| Admin fee / account holder | $3,312 | $6,790-51.2% | $10,614-68.8% | $5,651-41.4% |