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 | $138,258 | $157,256-12.1% | $141,162-2.1% | $152,861-9.6% |
| Participation rate | 85.0% | 84.8%+0.2pp | 82.5%+2.5pp | 82.4%+2.6pp |
| Annual return | 22.65% | 64.32%-41.7pp | 71.39%-48.7pp | 345.32%-322.7pp |
| Employer contribution / active EE | $2,653 | $5,261-49.6% | $4,735-44.0% | $4,762-44.3% |
| Participant deferral / active EE | $7,677 | $7,109+8.0% | $6,709+14.4% | $5,850+31.2% |
| Admin fee / account holder | $941 | $12,120-92.2% | $10,261-90.8% | $11,596-91.9% |