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 | $57,339 | $91,538-37.4% | $129,995-55.9% | $75,163-23.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 18.98% | -631.11%+650.1pp | -137.18%+156.2pp | 160.62%-141.6pp |
| Employer contribution / active EE | $2,585 | $2,845-9.1% | $4,320-40.2% | $2,670-3.2% |
| Participant deferral / active EE | $4,819 | $4,341+11.0% | $5,820-17.2% | $4,125+16.8% |
| Admin fee / account holder | $5,956 | $6,790-12.3% | $10,614-43.9% | $5,651+5.4% |