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 | $31,211 | $91,538-65.9% | $129,995-76.0% | $75,163-58.5% |
| Participation rate | 80.8% | 71.4%+9.3pp | 78.5%+2.3pp | 67.2%+13.6pp |
| Annual return | 30.96% | -631.11%+662.1pp | -137.18%+168.1pp | 160.62%-129.7pp |
| Employer contribution / active EE | $1,015 | $2,845-64.3% | $4,320-76.5% | $2,670-62.0% |
| Participant deferral / active EE | $2,504 | $4,341-42.3% | $5,820-57.0% | $4,125-39.3% |
| Admin fee / account holder | $1,972 | $6,790-71.0% | $10,614-81.4% | $5,651-65.1% |