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 | $132,534 | $148,534-10.8% | $135,903-2.5% | $139,434-4.9% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 22.07% | 79.19%-57.1pp | 68.23%-46.2pp | 372.94%-350.9pp |
| Employer contribution / active EE | $2,888 | $5,243-44.9% | $4,856-40.5% | $4,751-39.2% |
| Participant deferral / active EE | $7,785 | $8,100-3.9% | $7,758+0.3% | $6,710+16.0% |
| Admin fee / account holder | $404 | $12,400-96.7% | $10,762-96.2% | $11,403-96.5% |