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 | $118,371 | $91,538+29.3% | $129,995-8.9% | $75,163+57.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 22.92% | -631.11%+654.0pp | -137.18%+160.1pp | 160.62%-137.7pp |
| Employer contribution / active EE | $17,420 | $2,845+512.2% | $4,320+303.3% | $2,670+552.5% |
| Participant deferral / active EE | $8,195 | $4,341+88.8% | $5,820+40.8% | $4,125+98.7% |
| Admin fee / account holder | $771 | $6,790-88.6% | $10,614-92.7% | $5,651-86.4% |