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 6-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 | $142,519 | $159,901-10.9% | $146,958-3.0% | $145,922-2.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 16.87% | 98.13%-81.3pp | 418.34%-401.5pp | 561.29%-544.4pp |
| Employer contribution / active EE | $2,269 | $5,286-57.1% | $4,933-54.0% | $4,660-51.3% |
| Participant deferral / active EE | $17,830 | $8,428+111.5% | $8,070+120.9% | $6,688+166.6% |
| Admin fee / account holder | $2,163 | $15,044-85.6% | $12,998-83.4% | $13,397-83.9% |