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 | $86,388 | $138,065-37.4% | $123,544-30.1% | $135,375-36.2% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | 0.49% | 153.68%-153.2pp | 119.20%-118.7pp | 519.73%-519.2pp |
| Employer contribution / active EE | $3,858 | $5,151-25.1% | $4,628-16.6% | $4,779-19.3% |
| Participant deferral / active EE | $7,843 | $6,799+15.3% | $6,426+22.1% | $5,609+39.8% |
| Admin fee / account holder | $414 | $10,916-96.2% | $9,284-95.5% | $10,827-96.2% |