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 | $133,991 | $159,901-16.2% | $146,958-8.8% | $145,922-8.2% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 11.22% | 98.13%-86.9pp | 418.34%-407.1pp | 561.29%-550.1pp |
| Employer contribution / active EE | $3,741 | $5,286-29.2% | $4,933-24.2% | $4,660-19.7% |
| Participant deferral / active EE | $8,648 | $8,428+2.6% | $8,070+7.2% | $6,688+29.3% |
| Admin fee / account holder | $2,436 | $15,044-83.8% | $12,998-81.3% | $13,397-81.8% |