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 | $130,816 | $159,934-18.2% | $147,005-11.0% | $145,959-10.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 13.61% | 98.24%-84.6pp | 418.76%-405.2pp | 561.95%-548.3pp |
| Employer contribution / active EE | $3,029 | $5,287-42.7% | $4,934-38.6% | $4,661-35.0% |
| Participant deferral / active EE | $8,305 | $8,427-1.5% | $8,070+2.9% | $6,689+24.2% |
| Admin fee / account holder | $1,703 | $15,053-88.7% | $13,006-86.9% | $13,398-87.3% |