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 | $113,497 | $165,984-31.6% | $164,813-31.1% | $145,922-22.2% |
| Participation rate | 82.4% | 82.0%+0.4pp | 78.6%+3.7pp | 80.3%+2.1pp |
| Annual return | 9.24% | 100.03%-90.8pp | 69.93%-60.7pp | 561.29%-552.0pp |
| Employer contribution / active EE | $3,072 | $5,273-41.7% | $4,341-29.2% | $4,660-34.1% |
| Participant deferral / active EE | $7,260 | $6,959+4.3% | $6,031+20.4% | $6,688+8.6% |
| Admin fee / account holder | $3,676 | $16,648-77.9% | $12,690-71.0% | $13,397-72.6% |