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 | $130,732 | $166,020-21.3% | $164,866-20.7% | $145,959-10.4% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 10.79% | 100.08%-89.3pp | 69.97%-59.2pp | 561.95%-551.2pp |
| Employer contribution / active EE | $5,360 | $5,275+1.6% | $4,343+23.4% | $4,661+15.0% |
| Participant deferral / active EE | $12,836 | $6,961+84.4% | $6,033+112.8% | $6,689+91.9% |
| Admin fee / account holder | $8,924 | $16,644-46.4% | $12,689-29.7% | $13,398-33.4% |