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 | $136,128 | $165,984-18.0% | $164,813-17.4% | $145,922-6.7% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.6%+14.3pp | 80.3%+12.6pp |
| Annual return | 39.65% | 100.03%-60.4pp | 69.93%-30.3pp | 561.29%-521.6pp |
| Employer contribution / active EE | $3,249 | $5,273-38.4% | $4,341-25.2% | $4,660-30.3% |
| Participant deferral / active EE | $5,639 | $6,959-19.0% | $6,031-6.5% | $6,688-15.7% |
| Admin fee / account holder | $30,936 | $16,648+85.8% | $12,690+143.8% | $13,397+130.9% |