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 | $133,832 | $149,040-10.2% | $120,225+11.3% | $137,256-2.5% |
| Participation rate | 86.4% | 75.4%+10.9pp | 69.6%+16.8pp | 80.0%+6.4pp |
| Annual return | 15.04% | 605.68%-590.6pp | 439.23%-424.2pp | 220.34%-205.3pp |
| Employer contribution / active EE | $3,212 | $4,350-26.2% | $3,475-7.6% | $4,156-22.7% |
| Participant deferral / active EE | $4,152 | $4,655-10.8% | $3,999+3.8% | $6,407-35.2% |
| Admin fee / account holder | $3,313 | $6,348-47.8% | $5,696-41.8% | $12,270-73.0% |