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 | $131,853 | $165,984-20.6% | $164,813-20.0% | $145,922-9.6% |
| Participation rate | 82.6% | 82.0%+0.6pp | 78.6%+4.0pp | 80.3%+2.3pp |
| Annual return | 10.12% | 100.03%-89.9pp | 69.93%-59.8pp | 561.29%-551.2pp |
| Employer contribution / active EE | $4,770 | $5,273-9.5% | $4,341+9.9% | $4,660+2.4% |
| Participant deferral / active EE | $7,766 | $6,959+11.6% | $6,031+28.8% | $6,688+16.1% |
| Admin fee / account holder | $25,369 | $16,648+52.4% | $12,690+99.9% | $13,397+89.4% |