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 | $132,383 | $159,934-17.2% | $147,005-9.9% | $145,959-9.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 16.51% | 98.24%-81.7pp | 418.76%-402.3pp | 561.95%-545.4pp |
| Employer contribution / active EE | $3,465 | $5,287-34.5% | $4,934-29.8% | $4,661-25.7% |
| Participant deferral / active EE | $7,449 | $8,427-11.6% | $8,070-7.7% | $6,689+11.4% |
| Admin fee / account holder | $1,031 | $15,053-93.2% | $13,006-92.1% | $13,398-92.3% |