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 5-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 | $32,081 | $91,538-65.0% | $129,995-75.3% | $75,163-57.3% |
| Participation rate | 87.5% | 71.4%+16.1pp | 78.5%+9.0pp | 67.2%+20.3pp |
| Annual return | 91.73% | -631.11%+722.8pp | -137.18%+228.9pp | 160.62%-68.9pp |
| Employer contribution / active EE | $2,421 | $2,845-14.9% | $4,320-44.0% | $2,670-9.3% |
| Participant deferral / active EE | $5,621 | $4,341+29.5% | $5,820-3.4% | $4,125+36.3% |
| Admin fee / account holder | $902 | $6,790-86.7% | $10,614-91.5% | $5,651-84.0% |