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 | $116,561 | $91,538+27.3% | $129,995-10.3% | $75,163+55.1% |
| Participation rate | 88.9% | 71.4%+17.5pp | 78.5%+10.4pp | 67.2%+21.7pp |
| Annual return | 15.87% | -631.11%+647.0pp | -137.18%+153.0pp | 160.62%-144.8pp |
| Employer contribution / active EE | $2,327 | $2,845-18.2% | $4,320-46.1% | $2,670-12.8% |
| Participant deferral / active EE | $4,610 | $4,341+6.2% | $5,820-20.8% | $4,125+11.8% |
| Admin fee / account holder | $2,830 | $6,790-58.3% | $10,614-73.3% | $5,651-49.9% |