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 | $120,126 | $165,984-27.6% | $164,813-27.1% | $145,922-17.7% |
| Participation rate | 81.3% | 82.0%-0.8pp | 78.6%+2.6pp | 80.3%+1.0pp |
| Annual return | 9.54% | 100.03%-90.5pp | 69.93%-60.4pp | 561.29%-551.7pp |
| Employer contribution / active EE | $4,255 | $5,273-19.3% | $4,341-2.0% | $4,660-8.7% |
| Participant deferral / active EE | $7,660 | $6,959+10.1% | $6,031+27.0% | $6,688+14.5% |
| Admin fee / account holder | $1,145 | $16,648-93.1% | $12,690-91.0% | $13,397-91.5% |