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 | $125,615 | $157,256-20.1% | $141,162-11.0% | $152,861-17.8% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.4%+2.2pp |
| Annual return | 19.03% | 64.32%-45.3pp | 71.39%-52.4pp | 345.32%-326.3pp |
| Employer contribution / active EE | $1,116 | $5,261-78.8% | $4,735-76.4% | $4,762-76.6% |
| Participant deferral / active EE | $5,206 | $7,109-26.8% | $6,709-22.4% | $5,850-11.0% |
| Admin fee / account holder | $840 | $12,120-93.1% | $10,261-91.8% | $11,596-92.8% |