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 | $79,605 | $91,538-13.0% | $129,995-38.8% | $75,163+5.9% |
| Participation rate | 87.7% | 71.4%+16.3pp | 78.5%+9.2pp | 67.2%+20.5pp |
| Annual return | 13.09% | -631.11%+644.2pp | -137.18%+150.3pp | 160.62%-147.5pp |
| Employer contribution / active EE | $3,376 | $2,845+18.6% | $4,320-21.9% | $2,670+26.4% |
| Participant deferral / active EE | $8,139 | $4,341+87.5% | $5,820+39.8% | $4,125+97.3% |
| Admin fee / account holder | $4,977 | $6,790-26.7% | $10,614-53.1% | $5,651-11.9% |