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 | $62,037 | $91,538-32.2% | $129,995-52.3% | $75,163-17.5% |
| Participation rate | 86.3% | 71.4%+14.8pp | 78.5%+7.8pp | 67.2%+19.1pp |
| Annual return | 20.84% | -631.11%+652.0pp | -137.18%+158.0pp | 160.62%-139.8pp |
| Employer contribution / active EE | $1,880 | $2,845-33.9% | $4,320-56.5% | $2,670-29.6% |
| Participant deferral / active EE | $6,690 | $4,341+54.1% | $5,820+14.9% | $4,125+62.2% |
| Admin fee / account holder | $4,272 | $6,790-37.1% | $10,614-59.8% | $5,651-24.4% |