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 9-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 | $62,261 | $91,538-32.0% | $129,995-52.1% | $75,163-17.2% |
| Participation rate | 80.0% | 71.4%+8.6pp | 78.5%+1.5pp | 67.2%+12.8pp |
| Annual return | 17.10% | -631.11%+648.2pp | -137.18%+154.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $3,369 | $2,845+18.4% | $4,320-22.0% | $2,670+26.2% |
| Participant deferral / active EE | $7,177 | $4,341+65.3% | $5,820+23.3% | $4,125+74.0% |
| Admin fee / account holder | $6,237 | $6,790-8.1% | $10,614-41.2% | $5,651+10.4% |