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 4-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 | $121,975 | $159,901-23.7% | $146,958-17.0% | $145,922-16.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 19.96% | 98.13%-78.2pp | 418.34%-398.4pp | 561.29%-541.3pp |
| Employer contribution / active EE | $4,045 | $5,286-23.5% | $4,933-18.0% | $4,660-13.2% |
| Participant deferral / active EE | $8,452 | $8,428+0.3% | $8,070+4.7% | $6,688+26.4% |
| Admin fee / account holder | $6,810 | $15,044-54.7% | $12,998-47.6% | $13,397-49.2% |