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 | $146,119 | $165,984-12.0% | $164,813-11.3% | $145,922+0.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.57% | 100.03%-86.5pp | 69.93%-56.4pp | 561.29%-547.7pp |
| Employer contribution / active EE | $5,769 | $5,273+9.4% | $4,341+32.9% | $4,660+23.8% |
| Participant deferral / active EE | $2,569 | $6,959-63.1% | $6,031-57.4% | $6,688-61.6% |
| Admin fee / account holder | $6,940 | $16,648-58.3% | $12,690-45.3% | $13,397-48.2% |