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 5-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 | $145,987 | $166,020-12.1% | $164,866-11.5% | $145,9590% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.48% | 100.08%-88.6pp | 69.97%-58.5pp | 561.95%-550.5pp |
| Employer contribution / active EE | $2,402 | $5,275-54.5% | $4,343-44.7% | $4,661-48.5% |
| Participant deferral / active EE | $26,267 | $6,961+277.3% | $6,033+335.4% | $6,689+292.7% |
| Admin fee / account holder | $1,251 | $16,644-92.5% | $12,689-90.1% | $13,398-90.7% |