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 | $134,697 | $165,584-18.7% | $142,942-5.8% | $137,256-1.9% |
| Participation rate | 86.7% | 80.1%+6.6pp | 76.8%+9.8pp | 80.0%+6.7pp |
| Annual return | 14.67% | 164.22%-149.6pp | 113.70%-99.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $4,410 | $4,725-6.7% | $4,139+6.5% | $4,156+6.1% |
| Participant deferral / active EE | $7,400 | $8,194-9.7% | $7,128+3.8% | $6,407+15.5% |
| Admin fee / account holder | $317 | $16,167-98.0% | $12,475-97.5% | $12,270-97.4% |