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 | $148,202 | $165,984-10.7% | $164,813-10.1% | $145,922+1.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.31% | 100.03%-90.7pp | 69.93%-60.6pp | 561.29%-552.0pp |
| Employer contribution / active EE | $3,007 | $5,273-43.0% | $4,341-30.7% | $4,660-35.5% |
| Participant deferral / active EE | $8,760 | $6,959+25.9% | $6,031+45.2% | $6,688+31.0% |
| Admin fee / account holder | $1,398 | $16,648-91.6% | $12,690-89.0% | $13,397-89.6% |