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 | $52,111 | $91,538-43.1% | $129,995-59.9% | $75,163-30.7% |
| Participation rate | 82.0% | 71.4%+10.6pp | 78.5%+3.5pp | 67.2%+14.8pp |
| Annual return | 17.35% | -631.11%+648.5pp | -137.18%+154.5pp | 160.62%-143.3pp |
| Employer contribution / active EE | $2,826 | $2,845-0.7% | $4,320-34.6% | $2,670+5.9% |
| Participant deferral / active EE | $4,371 | $4,341+0.7% | $5,820-24.9% | $4,125+6.0% |
| Admin fee / account holder | $3,632 | $6,790-46.5% | $10,614-65.8% | $5,651-35.7% |