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 | $122,438 | $132,634-7.7% | $115,768+5.8% | $137,256-10.8% |
| Participation rate | 78.6% | 77.9%+0.7pp | 74.4%+4.2pp | 80.0%-1.4pp |
| Annual return | 14.22% | 160.70%-146.5pp | 100.46%-86.2pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,153 | $3,360-65.7% | $2,940-60.8% | $4,156-72.2% |
| Participant deferral / active EE | $5,134 | $5,619-8.6% | $4,917+4.4% | $6,407-19.9% |
| Admin fee / account holder | $2,119 | $15,028-85.9% | $12,439-83.0% | $12,270-82.7% |