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 | $152,684 | $72,404+110.9% | $110,238+38.5% | $64,186+137.9% |
| Participation rate | 88.0% | 73.3%+14.7pp | 79.8%+8.2pp | 69.6%+18.4pp |
| Annual return | -6.41% | -6.29%-0.1pp | 314.74%-321.2pp | 7.63%-14.0pp |
| Employer contribution / active EE | $593 | $2,282-74.0% | $3,826-84.5% | $2,381-75.1% |
| Participant deferral / active EE | $11,852 | $3,469+241.6% | $4,672+153.7% | $3,470+241.6% |
| Admin fee / account holder | $1,313 | $5,664-76.8% | $8,547-84.6% | $4,888-73.1% |