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 | $135,816 | $152,587-11.0% | $125,175+8.5% | $152,861-11.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.40% | 54.84%-32.4pp | 43.79%-21.4pp | 345.32%-322.9pp |
| Employer contribution / active EE | $3,916 | $4,946-20.8% | $3,865+1.3% | $4,762-17.8% |
| Participant deferral / active EE | $6,787 | $5,868+15.7% | $4,937+37.5% | $5,850+16.0% |
| Admin fee / account holder | $36,721 | $13,434+173.3% | $9,702+278.5% | $11,596+216.7% |