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 | $37,713 | $91,538-58.8% | $129,995-71.0% | $75,163-49.8% |
| Participation rate | 81.0% | 71.4%+9.5pp | 78.5%+2.5pp | 67.2%+13.8pp |
| Annual return | 19.38% | -631.11%+650.5pp | -137.18%+156.6pp | 160.62%-141.2pp |
| Employer contribution / active EE | $2,275 | $2,845-20.1% | $4,320-47.3% | $2,670-14.8% |
| Participant deferral / active EE | $4,761 | $4,341+9.7% | $5,820-18.2% | $4,125+15.4% |
| Admin fee / account holder | $656 | $6,790-90.3% | $10,614-93.8% | $5,651-88.4% |