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 | $79,251 | $91,538-13.4% | $129,995-39.0% | $75,163+5.4% |
| Participation rate | 95.8% | 71.4%+24.4pp | 78.5%+17.3pp | 67.2%+28.6pp |
| Annual return | 17.04% | -631.11%+648.2pp | -137.18%+154.2pp | 160.62%-143.6pp |
| Employer contribution / active EE | $2,714 | $2,845-4.6% | $4,320-37.2% | $2,670+1.6% |
| Participant deferral / active EE | $5,803 | $4,341+33.7% | $5,820-0.3% | $4,125+40.7% |
| Admin fee / account holder | $1,207 | $6,790-82.2% | $10,614-88.6% | $5,651-78.6% |