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 | $64,743 | $91,538-29.3% | $129,995-50.2% | $75,163-13.9% |
| Participation rate | 96.7% | 71.4%+25.2pp | 78.5%+18.2pp | 67.2%+29.5pp |
| Annual return | 13.90% | -631.11%+645.0pp | -137.18%+151.1pp | 160.62%-146.7pp |
| Employer contribution / active EE | $2,418 | $2,845-15.0% | $4,320-44.0% | $2,670-9.4% |
| Participant deferral / active EE | $2,592 | $4,341-40.3% | $5,820-55.5% | $4,125-37.2% |
| Admin fee / account holder | $2,222 | $6,790-67.3% | $10,614-79.1% | $5,651-60.7% |