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 | $101,864 | $135,635-24.9% | $110,238-7.6% | $135,375-24.8% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | 1.00% | 513.19%-512.2pp | 314.74%-313.7pp | 519.73%-518.7pp |
| Employer contribution / active EE | $5,002 | $4,906+1.9% | $3,826+30.7% | $4,779+4.7% |
| Participant deferral / active EE | $12,134 | $5,506+120.4% | $4,672+159.7% | $5,609+116.3% |
| Admin fee / account holder | $9,180 | $11,457-19.9% | $8,547+7.4% | $10,827-15.2% |