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 | $140,877 | $159,934-11.9% | $147,005-4.2% | $145,959-3.5% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 16.42% | 98.24%-81.8pp | 418.76%-402.3pp | 561.95%-545.5pp |
| Employer contribution / active EE | $2,912 | $5,287-44.9% | $4,934-41.0% | $4,661-37.5% |
| Participant deferral / active EE | $11,425 | $8,427+35.6% | $8,070+41.6% | $6,689+70.8% |
| Admin fee / account holder | $14,823 | $15,053-1.5% | $13,006+14.0% | $13,398+10.6% |