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 8-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 | $73,979 | $91,538-19.2% | $129,995-43.1% | $75,163-1.6% |
| Participation rate | 83.5% | 71.4%+12.1pp | 78.5%+5.0pp | 67.2%+16.3pp |
| Annual return | 18.14% | -631.11%+649.3pp | -137.18%+155.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $2,141 | $2,845-24.7% | $4,320-50.4% | $2,670-19.8% |
| Participant deferral / active EE | $3,517 | $4,341-19.0% | $5,820-39.6% | $4,125-14.8% |
| Admin fee / account holder | $4,056 | $6,790-40.3% | $10,614-61.8% | $5,651-28.2% |