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 | $178,734 | $180,449-1.0% | $154,107+16.0% | $135,375+32.0% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -4.32% | 888.09%-892.4pp | 735.12%-739.4pp | 519.73%-524.1pp |
| Employer contribution / active EE | $1,919 | $6,035-68.2% | $5,298-63.8% | $4,779-59.8% |
| Participant deferral / active EE | $6,596 | $5,806+13.6% | $5,081+29.8% | $5,609+17.6% |
| Admin fee / account holder | $1,421 | $16,143-91.2% | $13,411-89.4% | $10,827-86.9% |