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 | $79,804 | $91,538-12.8% | $129,995-38.6% | $75,163+6.2% |
| Participation rate | 77.4% | 71.4%+6.0pp | 78.5%-1.1pp | 67.2%+10.2pp |
| Annual return | 19.05% | -631.11%+650.2pp | -137.18%+156.2pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,490 | $2,845-47.6% | $4,320-65.5% | $2,670-44.2% |
| Participant deferral / active EE | $4,727 | $4,341+8.9% | $5,820-18.8% | $4,125+14.6% |
| Admin fee / account holder | $349 | $6,790-94.9% | $10,614-96.7% | $5,651-93.8% |