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 | $115,742 | $91,538+26.4% | $129,995-11.0% | $75,163+54.0% |
| Participation rate | 82.9% | 71.4%+11.4pp | 78.5%+4.4pp | 67.2%+15.7pp |
| Annual return | 19.70% | -631.11%+650.8pp | -137.18%+156.9pp | 160.62%-140.9pp |
| Employer contribution / active EE | $4,027 | $2,845+41.5% | $4,320-6.8% | $2,670+50.8% |
| Participant deferral / active EE | $6,332 | $4,341+45.9% | $5,820+8.8% | $4,125+53.5% |
| Admin fee / account holder | $3,272 | $6,790-51.8% | $10,614-69.2% | $5,651-42.1% |