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 | $139,840 | $154,117-9.3% | $129,995+7.6% | $139,434+0.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.60% | 32.48%-12.9pp | -137.18%+156.8pp | 372.94%-353.3pp |
| Employer contribution / active EE | $5,183 | $5,289-2.0% | $4,320+20.0% | $4,751+9.1% |
| Participant deferral / active EE | $6,792 | $6,710+1.2% | $5,820+16.7% | $6,710+1.2% |
| Admin fee / account holder | $795 | $14,007-94.3% | $10,614-92.5% | $11,403-93.0% |