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 | $130,849 | $159,901-18.2% | $146,958-11.0% | $145,922-10.3% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.5pp | 80.3%+4.3pp |
| Annual return | 9.68% | 98.13%-88.5pp | 418.34%-408.7pp | 561.29%-551.6pp |
| Employer contribution / active EE | $4,073 | $5,286-22.9% | $4,933-17.4% | $4,660-12.6% |
| Participant deferral / active EE | $11,438 | $8,428+35.7% | $8,070+41.7% | $6,688+71.0% |
| Admin fee / account holder | $1,980 | $15,044-86.8% | $12,998-84.8% | $13,397-85.2% |