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 | $124,034 | $91,538+35.5% | $129,995-4.6% | $75,163+65.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 17.66% | -631.11%+648.8pp | -137.18%+154.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $4,789 | $2,845+68.3% | $4,320+10.9% | $2,670+79.4% |
| Participant deferral / active EE | $4,456 | $4,341+2.7% | $5,820-23.4% | $4,125+8.0% |
| Admin fee / account holder | $5,546 | $6,790-18.3% | $10,614-47.8% | $5,651-1.9% |