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 | $137,038 | $159,934-14.3% | $147,005-6.8% | $145,959-6.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 17.48% | 98.24%-80.8pp | 418.76%-401.3pp | 561.95%-544.5pp |
| Employer contribution / active EE | $1,442 | $5,287-72.7% | $4,934-70.8% | $4,661-69.1% |
| Participant deferral / active EE | $8,826 | $8,427+4.7% | $8,070+9.4% | $6,689+32.0% |
| Admin fee / account holder | $1,394 | $15,053-90.7% | $13,006-89.3% | $13,398-89.6% |