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 | $96,384 | $91,538+5.3% | $129,995-25.9% | $75,163+28.2% |
| Participation rate | 97.9% | 71.4%+26.4pp | 78.5%+19.4pp | 67.2%+30.7pp |
| Annual return | 17.24% | -631.11%+648.3pp | -137.18%+154.4pp | 160.62%-143.4pp |
| Employer contribution / active EE | $10,064 | $2,845+253.7% | $4,320+133.0% | $2,670+277.0% |
| Participant deferral / active EE | $7,479 | $4,341+72.3% | $5,820+28.5% | $4,125+81.3% |
| Admin fee / account holder | $5,363 | $6,790-21.0% | $10,614-49.5% | $5,651-5.1% |