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 | $138,030 | $168,632-18.1% | $147,614-6.5% | $125,391+10.1% |
| Participation rate | 90.9% | 88.8%+2.1pp | 84.6%+6.3pp | 83.2%+7.7pp |
| Annual return | 0.29% | 77.65%-77.4pp | 61.98%-61.7pp | 282.22%-281.9pp |
| Employer contribution / active EE | $8,014 | $6,252+28.2% | $5,564+44.0% | $4,866+64.7% |
| Participant deferral / active EE | $10,871 | $5,507+97.4% | $4,895+122.1% | $5,352+103.1% |
| Admin fee / account holder | $16,036 | $13,580+18.1% | $11,611+38.1% | $9,540+68.1% |