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 | $127,546 | $159,901-20.2% | $146,958-13.2% | $145,922-12.6% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.5pp | 80.3%+4.3pp |
| Annual return | 17.79% | 98.13%-80.3pp | 418.34%-400.6pp | 561.29%-543.5pp |
| Employer contribution / active EE | $5,973 | $5,286+13.0% | $4,933+21.1% | $4,660+28.2% |
| Participant deferral / active EE | $14,139 | $8,428+67.8% | $8,070+75.2% | $6,688+111.4% |
| Admin fee / account holder | $2,191 | $15,044-85.4% | $12,998-83.1% | $13,397-83.6% |