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 | $72,483 | $91,538-20.8% | $129,995-44.2% | $75,163-3.6% |
| Participation rate | 73.8% | 71.4%+2.4pp | 78.5%-4.7pp | 67.2%+6.6pp |
| Annual return | 19.12% | -631.11%+650.2pp | -137.18%+156.3pp | 160.62%-141.5pp |
| Employer contribution / active EE | $2,536 | $2,845-10.9% | $4,320-41.3% | $2,670-5.0% |
| Participant deferral / active EE | $5,992 | $4,341+38.0% | $5,820+3.0% | $4,125+45.3% |
| Admin fee / account holder | $984 | $6,790-85.5% | $10,614-90.7% | $5,651-82.6% |