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 | $136,812 | $165,984-17.6% | $164,813-17.0% | $145,922-6.2% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.6%+3.2pp | 80.3%+1.5pp |
| Annual return | 13.35% | 100.03%-86.7pp | 69.93%-56.6pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,471 | $5,273-53.1% | $4,341-43.1% | $4,660-47.0% |
| Participant deferral / active EE | $7,540 | $6,959+8.3% | $6,031+25.0% | $6,688+12.7% |
| Admin fee / account holder | $4,925 | $16,648-70.4% | $12,690-61.2% | $13,397-63.2% |