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 | $46,329 | $91,538-49.4% | $129,995-64.4% | $75,163-38.4% |
| Participation rate | 90.9% | 71.4%+19.5pp | 78.5%+12.4pp | 67.2%+23.7pp |
| Annual return | 17.34% | -631.11%+648.5pp | -137.18%+154.5pp | 160.62%-143.3pp |
| Employer contribution / active EE | $3,285 | $2,845+15.4% | $4,320-24.0% | $2,670+23.0% |
| Participant deferral / active EE | $5,608 | $4,341+29.2% | $5,820-3.6% | $4,125+36.0% |
| Admin fee / account holder | $3,150 | $6,790-53.6% | $10,614-70.3% | $5,651-44.3% |